How to add & manage clients

Step by step

1. 1

   Open your client directory

   From your dashboard, click Clients in the left-hand menu. This opens your full client directory.

2. 2

   Import an existing list

   If you already have a client list, use the Import button in the top right corner to bring your database over instead of typing it in again.

3. 3

   Add a client manually

   Otherwise, click the yellow Add Client button in the top right corner. Choose whether they're a property manager, an owner or another type of customer, then enter the basics: their name, mobile and primary email.

4. 4

   Add more details if you need them

   Click Add more details to set a dedicated billing email, office phone, primary contact, payment terms, ABN and how they prefer to be contacted. You can also leave internal notes for the team, like site access or special instructions.

5. 5

   Add their property and save

   Start typing the property address to link their location automatically, then click Create client. Everything else can be filled in later.

6. 6

   Work from the client profile

   Once created, you land on their profile page: client details on the left and an interactive property map on the right, along with their linked properties and associated jobs.

7. 7

   Merge duplicates and find clients fast

   If a duplicate record ever appears, use Merge duplicate at the top of the client profile to clean it up. To find anyone later, search by name, email, phone number or address, or filter the list by client type.