Each client has one file that links everything about them.
The header
- View client portal shows what the client sees.
- Book a job opens the Book window for this client.
- New quote starts a quote for them.
- More actions has archive and other options. The status (Active, Archived) shows beside it.
- The service line under the header (for example "Fresh Start Clean · Fortnightly · Repeating") has Pause, skip or book by hand →.
The sections (left)
| Section | What's there |
|---|---|
| Overview | Next clean, properties, active services, outstanding balance |
| Client details | Contacts and access |
| Properties | Addresses and instructions; Review & consolidate duplicate properties |
| Sales | Enquiries and quotes |
| Services | Packages, onboarding and the repeat panel |
| Jobs | Schedule and delivery history |
| Billing | Invoices, payment details, Payer details (NDIS, plan managers) and payment settings |
| Files | Client documents |
| Notes | Team notes and reminders |
| Messages | Conversation and sent messages |
| Marketing | Offers and consent |