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Managing Clients

Adding a client​

  1. Go to Clients in the left navigation
  2. Click New Client
  3. Enter contact details — first name, last name, email, phone
  4. Enter the primary service address
  5. Optionally enter a company name for commercial clients
  6. Click Create Client
tip

Use full street names when entering addresses (e.g. South First Street not S First St) for best results on the dispatch board map.

Service addresses​

Each client can have multiple service addresses — useful for commercial clients with several locations.

To add an address:

  1. Open the client detail page
  2. Click Add Address
  3. Enter the address details and a label (e.g. Main Office, Warehouse)
  4. Optionally set it as the primary address
  5. Click Add Address

Service history​

The Service History tab on the client detail page shows all tickets created for that client, including status, priority, description, and date.

Archiving a client​

Archiving removes a client from the active list without deleting their history. Archived clients cannot have new tickets created against them.

To archive: open the client detail page and click Archive.