Browse all 27 areas

Sales

Operations

Finance

Team

Customer experience

Growth

Insights

Administration

Features · Sales

Clients & properties

Know the people, properties and history behind every job.

What it does

Customer directory
Customer profiles
Contact management
Service properties
Customer notes
File attachments
Property contact details

Screens

12 screenshots of this area in Job Pro App, taken with sample business data. Select an image to open it full size.

Client list: homeowners and businesses across MetroWest towns
Client filters: status, role, city, lead source, tags, service area and holds
Outstanding tab: clients with an open balance
Client detail: Charles River Office Park, with job, quote and invoice counts
Homeowner client with an active garden restoration job
Properties tab: service and billing address for the property
Requests tab: the office park mulch request
Jobs tab: the scheduled fall cleanup job
Invoices tab: the office park mulch invoice with its deposit applied
Editing a client: contacts, channel preferences and notes
New client form
Client actions menu

Client list: homeowners and businesses across MetroWest towns — 1. Client list: homeowners and businesses across MetroWest towns

Client filters: status, role, city, lead source, tags, service area and holds — 2. Client filters: status, role, city, lead source, tags, service area and holds

Outstanding tab: clients with an open balance — 3. Outstanding tab: clients with an open balance

Client detail: Charles River Office Park, with job, quote and invoice counts — 4. Client detail: Charles River Office Park, with job, quote and invoice counts

Homeowner client with an active garden restoration job — 5. Homeowner client with an active garden restoration job

Properties tab: service and billing address for the property — 6. Properties tab: service and billing address for the property

Requests tab: the office park mulch request — 7. Requests tab: the office park mulch request

Jobs tab: the scheduled fall cleanup job — 8. Jobs tab: the scheduled fall cleanup job

Invoices tab: the office park mulch invoice with its deposit applied — 9. Invoices tab: the office park mulch invoice with its deposit applied

Editing a client: contacts, channel preferences and notes — 10. Editing a client: contacts, channel preferences and notes

New client form — 11. New client form

Client actions menu — 12. Client actions menu

← All features