Clients & jobs: one card per customer

What it is

Clients & jobs (in the menu) is your customer list. A client is a job - the card holds their contact details, every render filed under them, their estimates and invoices, the paint days, the status and a running activity log. Renders you make with a job selected file under it; guest links and the widget file their leads under a job matched by phone or email.

How to

• Add: the + button asks for a name; the profile opens so you can add phone, email and address.
• Import: Import Excel / CSV reads the sheet you already have. Match the columns once; a row that matches a client you already have (same phone or email) fills in blanks and is not added twice.
• Connect a CRM (Crew and up): make an API key and point Zapier or your CRM at the address shown. Same matching rules.
• Call / Text / Email / Map / Message sit under the name. Message emails the customer from your name - see Customer messages.
• Archive hides a client without deleting anything; Delete unfiles their renders and estimates but keeps the pictures.

Which plan

Every plan. The CRM key needs Crew.

When it goes wrong

A job needs a name - the job name is what renders and estimates are labeled with; the client name can be blank. Two clients with the same phone are one client to the importer: fix the phone on one of them first.