Clients List

The Clients List provides a centralized view of all your customers and their basic information. This dashboard helps you quickly access and manage client data. Here’s the client information you can view at a glance:

• Client ID (e.g., 2024-1)

• Name

• Company

• Total Jobs

• Address

• Phone

• Creation date

• Action buttons

The clients list dashboard also features a +Add Client button for adding new clients.

💡Tip: Use client IDs (like 2024-1) in all internal communications. This prevents confusion when you have multiple customers with similar names or from the same company.