Client Management

The client dashboard is a powerful tool that allows you to manage all of your client data in one place. Quickly find and contact your client with one tap or share their info. Address clients as requested with multiple ways to save names. The built-in feature for preventing data loss helps you avoid losing important information when creating a new client. This feature automatically saves your data as you enter it, so you can easily recover it if something goes wrong.

The autocomplete feature with maps helps ensure the accuracy of your client's location. This feature utilizes Google Maps to provide an interactive map that displays your clients' locations, making it easy to find directions and plan your work. Additionally, you can use this feature to see the street view of the location, which can be beneficial for planning and ensuring you have all the necessary information before your service arrival.

A client with multiple locations doesn't require the creation of multiple clients. WorkQuote allows you to add unlimited secondary locations to a single client. This feature is perfect for clients with multiple properties, such as landlords, property managers, or other contractors, and helps you keep all of your client data organized in one place. Add a searchable location name and site contact for each location, making it easy to find the information you need when you need it.

If similar client data already exists, it could be a spelling error, a spouse, or an entirely new homeowner. WorkQuote automatically checks for conflicts before creating a client and lets you choose. This process helps ensure that you do not create duplicate client records and that you are aware of any conflicting data.

The notes and activity log feature allows you to keep track of all client interactions and activities in one place. This feature automatically creates an activity log for each client, which includes all interactions and real-time updates. You can also add private notes that only you can see, making it easy to keep track of important information without cluttering the main client record.

The recent activity tab is a powerful tool that allows you to quickly view the most recent activity for each client. This feature provides a quick overview of key information, including recent quotes, scheduling, invoices, payments, and contact activity. This functionality helps you stay on top of your client workflow and ensures that you are always aware of the latest developments in your business.