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

Click an estimate number to open it.

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.

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.

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.

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.

Tips

• Start estimates from the profile page. It saves time because the client info is already filled in.
• 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.