Managing Clients

Adding a client

1. Go to Clients in the left navigation
2. Click New Client
3. Enter contact details — first name, last name, email, phone
4. Enter the primary service address
5. Optionally enter a company name for commercial clients
6. Click Create Client

:::tip
Use full street names when entering addresses (e.g. South First Street not S First St) for best results on the dispatch board map.
:::

Service addresses

Each client can have multiple service addresses — useful for commercial clients with several locations.

To add an address:

1. Open the client detail page
2. Click Add Address
3. Enter the address details and a label (e.g. Main Office, Warehouse)
4. Optionally set it as the primary address
5. Click Add Address

Service history

The Service History tab on the client detail page shows all tickets created for that client, including status, priority, description, and date.

Archiving a client

Archiving removes a client from the active list without deleting their history. Archived clients cannot have new tickets created against them.

To archive: open the client detail page and click Archive.

Updated on: 06/07/2026