Client Management

Short: Add clients manually, import via CSV, and manage client profiles and history.

Adding Clients Manually

Location: Clients → Add Client

Steps

1. Go to the Clients page.
2. Click Add Client.
3. Fill required fields:

• Name (required)
• Email (required for portal access)
• Phone (required for SMS)
• Address
• Notes

4. Click Save.

Best practices

• Always include email to enable portal invites.
• Include phone for SMS notifications.
• Use the notes field for gate codes or access instructions.

Importing Clients via CSV

Location: Settings → Import

Steps

1. Go to Settings → Import.
2. Download the CSV template.
3. Populate template with your client data.
4. Save as CSV and upload.
5. Review preview for valid/invalid rows.
6. Click Import to add valid records.

Required columns

• name
• email OR phone (at least one)

Client Details & History

You can view

• Client profile and contact details
• Associated properties
• Complete job history
• Estimates, invoices, and payments
• Contact event log (calls, emails, SMS)
• Outstanding balances and predictive insights

Actions

• Send email or SMS from client page
• Create estimate, job, or invoice
• Add property or record payment
• Edit client info or archive/deactivate client

---

# Tenant Onboarding → Property Management  
**Short description:** Create and maintain properties, recurring maintenance, and mapping features.

```md
# Property Management

**Short:** Creating properties, adding photos, mapping, and recurring maintenance.

---

## Creating Properties
**Location:** Properties → Add Property

**Steps**
1. Go to **Properties** page.  
2. Click **Add Property**.  
3. Select the client who owns the property.  
4. Enter address fields (street, city, state, ZIP).  
5. Add property-specific notes or access instructions.  
6. Save.

**Why properties matter**
- Enable accurate mapping and routing.  
- Track maintenance per location.  
- Support recurring maintenance and job history.

---

## Property Features

**Photos**
- Upload reference photos (before/after, equipment, access points).

**Map View**
- See property on map, view related jobs, get directions.

**Maintenance History**
- View service history, recurring schedules, and past jobs.

---

## Recurring Maintenance
**Location:** Property Details → Add Recurring Maintenance

**Steps**
1. Open property details.  
2. Click **Add Recurring Maintenance**.  
3. Set frequency (weekly, monthly, quarterly, yearly).  
4. Choose start date and service type (from price book).  
5. Optionally assign a default technician.  
6. Save.

**Behavior**
- System creates jobs automatically (e.g., 7 days before due).  
- Notifications sent to assigned techs.  
- Pause or cancel schedules anytime.

**Common uses**
- HVAC filters, lawn service, pool maintenance, safety inspections.

CSV example

name,email,phone,address1,city,state,zip,notes
John Smith,john@example.com,(555)123-4567,123 Main St,Austin,TX,78701,Gate code: 1234

Updated on: 11/01/2026