Clients and Sites

Workflow

1. Open Clients when you need to review customer records or repeat work locations.
2. Create the client with the business name, contact details and billing-level information.
3. Open the relevant client card and choose Add site to add a repeat work location under that client.
4. Add the site address, site contact and access notes the worker needs before arrival.
5. When creating a job, choose a saved site for repeat work or enter a one-off location for unusual callouts.
6. Review the worker-facing job detail so the first viewport shows when, where, client contact and access notes clearly.

Operational notes

• Add site is a per-client action because the site belongs to a specific customer record.
• Saved sites are best for repeat work. One-off locations are best for temporary or unusual jobs that should not clutter the client record.
• Site access notes should be practical: entry point, contact, parking, safety instructions and anything that prevents a wasted trip.
• Client and site cleanup improves maps, calls, reports, exports and worker confidence on site.

Common mistakes to avoid

• Adding every temporary location as a saved site.
• Putting access instructions into private messages instead of the site or job record.
• Using a billing address as the work address when the job happens somewhere else.
• Leaving old contact numbers on repeat sites.

Mobile notes

• Workers see the selected site address and contact from the job detail, not the full client-management screen.
• Keep site names short enough to scan on a phone.
• Use the job detail to confirm maps and call links before sending workers to site.