The client profile is a central page for managing all of your client's information. You can action invoices, view reporting, and historical information, and also perform quick actions such as calling, messaging, and emailing your customer.
From the client profile screen, you can see your client's outstanding balance and the option to call, text, or email the client directly from the app.
You can edit a client’s information by going to the client's profile and tapping Edit. Once you enter a phone number, email, and location, the quick action buttons will allow you to call, text, and email your client. Tapping these buttons will open the corresponding default phone, message, or email app on your device.
Client Details Tab
When you enter a client's address, we will automatically suggest an address as you type, so you can select the correct address for a client the first time and avoid typos.
When you add an address, you will see a map card that pins your client's physical location. Tap the map and you will be taken directly through to your device’s map app so you can quickly plan your route. Please ensure that your location permissions are enabled to use this feature.
Client Activity Tab
For users on the Standard plan or above, the Activity tab will display all associated documents for that client.
Tapping Create from this screen will allow you to create an invoice, estimate, purchase order, statement, or credit memo for that client.
Using the client profile is an easy way to get a glimpse at all of your client’s information and get in touch with them if they have any outstanding invoices due.