Client Profile

The client profile page shows everything about a single customer. Open it by clicking a client name on the Clients page. The URL is /admin/clients/[id].

Contact Information

The top section displays the client's core details:

• Name
• Email
• Phone
• Address
• Status (Lead, Prospect, Active, Inactive, Past)
• Tags
• Lead Source
• Notes

Click any field to edit it inline. Changes save automatically.

Linked Estimates

Below the contact info, you see a list of every estimate tied to this client. Each row shows:

• Estimate number
• Status (Draft, Sent, Viewed, Approved, Declined, Expired)
• Total dollar amount
• Date created

The linked estimate history now uses the same shared indexed history view as the main Estimates page, so larger client records still load quickly and keep the newest estimates at the top without waiting on the app to rebuild history in memory.

Click an estimate number to open it.

Addresses

The Addresses tab stores every saved service location for that client.

Use it to:

• Add an additional property manually
• Bulk upload a list of properties from CSV
• Mark one property as the primary address
• Start a new lead or estimate from the exact property you want to service

Launching a lead or estimate from this tab now carries the selected property details into the next workflow automatically. The office should not need to re-type the customer or service address after starting from a saved client property.

If no saved properties exist yet, the tab falls back to the client's main address from the contact record.

If saved addresses are not enabled in that workspace yet, the tab shows a warning banner and keeps the main client address available so the team can still launch a lead or estimate while the migration is applied.

When saved addresses are enabled, adding a second property now saves directly from the client profile instead of dead-ending on the old migration warning path.

The Google Places address picker in the add-address and edit-client dialogs also supports direct mouse selection again, so the office does not need to arrow down and press Enter just to apply a suggested address.

Leads

The Leads tab shows every lead tied to that client in one place. Each row includes:

• Lead number
• Current status
• Source
• Service address
• Created date

Click any lead number to open the lead detail page.

Company accounts use the same pattern. The account detail page keeps its own Leads tab so office staff can review all opportunities tied to that business without backing out to the global leads list.

Create a New Estimate

Click the New Estimate button on the profile page to start an estimate with this client's information pre-filled. You skip the client lookup step entirely.

That shortcut now preserves the saved customer contact fields and address context more reliably too. If you launch from a linked lead or a specific saved property, the residential wizard carries that client and property data forward instead of opening with blank customer fields.

Jobs History

The Jobs section lists all completed and scheduled jobs for this client. Each entry shows the job number, service type, scheduled date, status, and assigned crew.

The New Job button now opens the full scheduler from the profile. From there the team can choose the service property, optional accepted estimate, truck, crew, and either book a one-time job, generate from an existing recurring template, or create a new recurring job template without leaving the client record.

Use this section to quickly check whether a client has had recent service before sending a follow-up or marketing message.

Communication Timeline

The timeline shows every interaction with this client in chronological order:

• SMS messages sent and received
• Emails sent and received
• System events like estimate sent, estimate viewed, proposal signed, and payment received

Scroll through the timeline to see the full conversation history without switching to the Messages page.

Clicking Message from the client profile now opens the full inbox experience in a right-side drawer. You can review the thread, apply the usual inbox filters, and send SMS or email without leaving the client record.

Invoices and Payments

This section lists all invoices issued to the client. Each row shows:

• Invoice number
• Amount
• Status (Paid, Unpaid, Overdue, Partial)
• Date issued
• Date paid (if applicable)

Click an invoice number to view or resend it.

Activity Log

The activity log records every change made to this client record. It tracks who made the change, what changed, and when. Examples:

• "Jane Smith changed status from Prospect to Active"
• "System sent estimate #1042 via email"
• "Mike R. added tag: VIP"

This log is read-only. Use it for auditing and accountability.

Deleting a Client

Owners and managers can delete a client from the delete action at the bottom of the profile page.

CE Pro blocks the delete if that client still has linked estimates, leads, or jobs. Remove or reassign those records first, then return to the client profile to delete it.

Tips

• Start estimates from the profile page. It saves time because the client info is already filled in.
• Check the Leads tab before creating a duplicate opportunity. It shows every lead already tied to that contact.
• Use the Addresses tab for multi-property customers. This keeps one customer record while still giving you separate service locations for appointments and quotes.
• Check the timeline before calling a client. You can see their last message, last estimate, and last payment at a glance.
• Use notes for internal context. Add details like gate codes, preferred contact times, or special instructions.