Managing Clients

The Clients page is your central address book. Every customer, prospect, and past client lives here. You can search, filter, tag, and drill into any record from one screen.

Navigate to Admin > Clients to get started.

Dashboard KPI Cards

Five cards sit at the top of the page. They give you a snapshot of your client base.

Searching and Filtering

The search bar sits below the KPI cards. Type a name, email, phone number, or address to find a client instantly.

The admin header search at the top of the app also matches client email addresses. Press Cmd/Ctrl+K and paste an email if you want to jump straight to the client record from anywhere in admin.

Three filter dropdowns let you narrow the list further:

• Status — Lead, Prospect, Active, Inactive, or Past.
• Health — Active, At Risk, Dormant, or New.
• Tags — Select one or more tags to show only matching clients.

By default, the main Clients list shows the newest accounts and standalone contacts first so the latest records are easy to spot.

Adding a Contact

1. Click the + Add Contact button in the top-right corner.
2. Select Customer Type — Residential or Commercial.
3. Enter the contact's Name.
4. Choose a Lead Source from the dropdown.
5. Fill in Email and Phone.
6. Start typing the Address. Google Places will autocomplete it and fill in City, State, and ZIP automatically without closing or submitting the dialog.
7. Optionally, nest this contact under an existing Account by selecting one from the dropdown. If you leave this blank, the contact stays standalone.
8. Save the contact. Additional service properties can then be managed from the client's Addresses tab.
9. Click Save.

Adding an Account

Accounts group related contacts together. Use them for property management companies, commercial clients with multiple locations, or households with more than one decision maker.

1. Click Add Account.
2. Enter the Account Name.
3. Select an Account Type — Company, Household, Group, or Other.
4. Set the Status.
5. Fill in Industry, Email, Phone, and Website as needed.
6. Click Save.

Account Hierarchy

Accounts act as parent records. Each account can contain multiple contacts. Expand an account row in the table to see its nested contacts.

Saved service properties now live on the individual client profile in the Addresses tab. That is where you add extra locations, upload a CSV of properties, and launch a new lead or estimate from a specific address. If that workspace has not applied the saved-address migration yet, the profile shows a warning and falls back to the main client address until extra properties are enabled.

The Edit Client dialog now keeps address fields in sync with Google Places while you edit an existing record. Selecting an address updates Address Line 1, City, State, and ZIP in-place without closing the dialog or losing the rest of your edits.

Both individual clients and company accounts now support New Job directly from the customer record. That scheduler lets the team choose the contact, service property, optional accepted estimate, truck, crew, and the rest of the scheduling details before deciding whether to book a one-time job, generate from an existing recurring template, or create a new recurring template on the spot.

Each nested contact has a role that describes their relationship to the account:

• Decision Maker — The person who approves proposals.
• Property Contact — The on-site person for scheduling and access.
• Billing Contact — The person who receives invoices.
• Member — A general contact with no specific role.

Client Table Columns

The main table displays these columns:

Click any column header to sort the table.

Bulk Actions

Select multiple rows using the checkboxes on the left side of the table. A toolbar appears with these options:

• Set Status — Change the status of all selected clients at once.
• Add Tags — Apply one or more tags to the selection.
• Archive — Move selected clients to the archive.
• Export CSV — Download the selected records as a spreadsheet.

Opening a Client Profile

Click any client name in the table. This takes you to the full client profile at /admin/clients/[id]. See Client Profile for details on what you can do there.

Bulk Address Upload

For clients with many service locations:

1. Open the client profile.
2. Go to the Addresses tab.
3. Click Template CSV to download the address template.
4. Fill one row per property or service site.
5. Click Bulk Upload and upload the completed CSV.

This is the fastest way to seed a multi-property client with a large list of locations.

Schedule Jobs From Clients and Accounts

Use New Job from a client or account page whenever you want to work directly from the customer record.

1. Choose the contact who owns the work.
2. Choose the service property.
3. Attach an accepted estimate if you want estimate pricing and linkage carried into the job.
4. Pick the truck, crew, and scheduling window.
5. Choose whether the work should be a one-time job, generated from an existing recurring template, or saved as a new recurring job template.

Tips

• Use the Addresses tab for service sites. Keep the main client record for the person or company, then store their service locations under Addresses.
• Use accounts to group related contacts. A property management company with several stakeholders can still be one account with multiple nested contacts.
• Tag clients early. Tags make filtering and marketing campaigns much easier down the road.
• Check the Health badge. At Risk and Dormant clients are good candidates for a follow-up call or re-engagement campaign.

Deleting Clients

Client detail pages now use the shared delete confirmation modal instead of a red danger-zone panel.

• Click Delete Client at the bottom of the profile
• Type DELETE to confirm
• CE Pro blocks the deletion if linked leads, estimates, jobs, or invoices still exist for that client

This keeps the delete warning accurate to the current backend behavior instead of implying a full cascade delete.