Clients & properties
Clients
Section titled “Clients”The client record holds contact details, company, service and billing addresses, preferred contact method, tags and notes — plus everything linked to the client: properties, quotes, projects, invoices and attachments. Clients are created manually or by converting a won lead.
Properties
Section titled “Properties”Properties are the physical locations you service — each with an address, geolocation and photos/blueprints. The Properties page includes a map view of every property. Quotes, projects and appointments can all reference a property, so the crew always has the right address.
Attachments
Section titled “Attachments”Store photos, contracts and documents on the client record (files from a converted lead move over automatically). Files live in secure cloud storage and open via expiring links.
Portal access
Section titled “Portal access”Grant a client access to the client portal by sending a portal invite from the client page — they receive an email with a secure registration link (valid 7 days) and set their own password. You can see their portal activity (logins, quote views, approvals) on the client record.