Managing Clients

Your clients are the heart of your business. This guide shows you how to keep track of everyone you work with.

What You Can Do

The Clients page lets you:

• See all your clients in one place (and search through them)
• Add new clients with all their contact info
• Update client information whenever it changes
• See all the invoices, quotes, and projects for each client
• View the history of conversations and interactions

Adding a New Client

1. Go to Clients in the sidebar
2. Click the Add New Client button
3. Fill in what you know:
   • Company Name (required - this is the only thing you must fill in)
   • Contact Person (optional - who you talk to)
   • Email (optional but helpful - so you can send invoices)
   • Phone (optional)
   • Address (optional)
   • City, State, ZIP, Country (optional)
   • Notes (optional - keep private notes about the client here)
4. Click Save

What's Required?

• Company Name - That's it! Everything else is optional.

What's Optional?

Everything else is optional, but the more information you add, the easier it'll be to work with your clients later.

Viewing Your Clients

The Client List

You'll see:

• Company name
• Who your contact is
• Email address
• Phone number
• When you last updated their info

Finding Clients

• Use the search bar to find clients by name, email, or company
• Results show up as you type
• Press Ctrl+K to search across everything in your account

Client Details

Click on any client to see:

• All their contact information
• All their invoices
• All their quotes
• Projects you've worked on together
• Your communication history

Updating Client Information

1. Find the client in your list
2. Click the Edit button (looks like a pencil)
3. Change whatever you need to
4. Click Save

Your changes save right away and show up everywhere that client appears.

Communicating with Clients

Your Communication History

Each client has a timeline that shows:

• Emails you've sent
• Invoices you've created
• Quotes you've sent
• Notes you've added

Sending an Email

1. Open a client's page
2. Go to the Communication tab
3. Click Send Email
4. Write your message
5. Attach files if you need to
6. Click Send

Bulk Actions

You can perform actions on multiple clients:

1. Select clients using checkboxes
2. Choose an action from the bulk actions menu:
   • Export to CSV
   • Delete (with confirmation)

Tips for Managing Clients

• Keep it updated - When client info changes, update it right away
• Use notes - Write down important conversations and agreements
• Link everything - Connect invoices, quotes, and projects to the right client
• Be consistent - Use the same format for company names
• Stay organized - Use notes to group clients however makes sense for you

Client-Related Features

Clients are automatically linked to:

• Invoices: All invoices are associated with a client
• Quotes: Quotes are created for specific clients
• Projects: Projects can be assigned to clients
• Timesheets: Time can be tracked per client/project

Importing Clients

If you have a list of clients in a spreadsheet, you can import them:

1. Go to the Clients page
2. Click the Import button
3. Choose your CSV file
4. Match up the columns with the right fields
5. Review everything and confirm the import

See Import & Export for step-by-step instructions.

Next Steps

After adding clients, you can:

• Create invoices for your clients
• Generate quotes for potential work
• Create projects associated with clients