Managing Client Details

Overview

The Client Detail page is your central hub for everything about a client — contacts, jobs, billing settings, and more.

Navigating to a Client

1. Click Clients in the main navigation.
2. Search or scroll to find the client you need.
3. Click the client name to open their detail page.

Editing Client Information

1. On the client detail page, click the field you want to edit (name, code, email, etc.).
2. Make your changes inline — most fields save automatically.
3. To change the Client Manager or Job Manager, click the avatar next to their name and select from the dropdown.

Managing Contacts

1. Scroll to the Contacts section.
2. Click Add Contact to create a new person linked to this client.
3. Set one contact as Primary — this is who appears on invoices and quotes.
4. Each contact can have roles: billing contact, day-to-day contact, decision maker.

💡 Tip: The primary contact automatically populates on new jobs and invoices for this client.

Custom Fields

If your organisation has custom fields configured, they appear on the client detail page. Fill these in to track industry-specific data like tax IDs, account numbers, or compliance dates.

Billing Settings

1. Click the Billing tab on the client detail page.
2. Assign a Billing Profile to control default rates, tax, and invoice terms.
3. Set a Bill-To Client if this client's invoices should go to a parent entity.