Client Management

Navigate to Clients from the sidebar to see your client database:

• Summary stats cards at top
• Search bar
• Client cards in list
• Expandable details

Summary Stats:

• Count of all clients
• From all quotes
• Growing database

• Clients with 2+ quotes/jobs
• Your loyal customers
• High value segment

• Sum of all job values
• From signed quotes
• All-time or filtered

• Clients: Unique by email
• Repeat: Multiple quotes
• Revenue: Signed jobs only

• Every quote creates/updates client
• Email is unique identifier
• Info updates with new quotes

Each client displays as a card:

Card Elements:

• Primary text
• Full name as entered
• Click to expand

• Contact email
• Click to send email
• Unique identifier

• If provided
• Click to call
• May be empty

• Total quotes for client
• Badge: "3 quotes"
• Indicates activity

• Total from signed jobs
• "$5,400" format
• Their value to you

• Shows for 2+ quotes
• "Repeat Customer" label
• Star or badge icon
• High-value indicator

• Most recent quote date
• "Last: Jan 15, 2026"
• Recency indicator

• Collapsed: Summary info
• Expanded: Full details
• Click to toggle

Click a client card to see full details:

• Name, email, phone
• Quote count badge
• Total revenue
• Repeat badge (if applicable)

• Full address
• Quote history list
• Job history
• Quick actions

• Click anywhere on card
• Chevron icon indicates expandable
• Smooth animation
• Only one expanded at a time

Expanded Content:

• Full address
• All contact methods
• Quick contact buttons

• List of all quotes
• Status and amount
• Click to open quote

• Signed/completed work
• Amounts and dates
• Click to open job

• New Quote for Client
• Edit Client Info
• Delete Client (with warning)

View all quotes for a specific client:

• Quote title/description
• Amount
• Status badge
• Date

• Opens full quote details
• Can edit if not locked
• View complete information

• View Quote
• Duplicate Quote
• Delete Quote (if draft)

• Shows as "Job" entry
• Job status displayed
• Amount and dates
• Click to open job

• "New Quote" button in card
• Pre-fills client info
• Faster than starting fresh

Understanding repeat customer identification:

• 2 or more quotes created
• OR 1+ signed jobs
• Based on email match

• Star icon or "Repeat" text
• Prominent on card
• Filter option available

• Loyal customers = easier sales
• Higher conversion rates
• Worth prioritizing
• Relationship building

• Toggle or filter option
• Shows only repeat clients
• Useful for outreach

• Repeat Client Count
• Repeat Client Revenue
• Conversion comparison

• Prioritize their quotes
• Offer loyalty discounts
• Faster response times
• Personal follow-up

Find clients quickly:

• Located at top
• Search by name
• Search by email
• Search by phone

• Results filter as you type
• Minimum 2 characters
• Case-insensitive
• Partial matches work

• X button in field
• Or delete text
• Shows all clients

• Alphabetical (A-Z)
• Most Recent Activity
• Highest Revenue
• Most Quotes

• All Clients
• Repeat Only
• With Jobs
• No Jobs (leads)

Actions available for each client:

Quick Actions:

• Creates quote for client
• Pre-fills all info
• Fastest way to quote existing client

• Opens email client
• To: client's email
• Compose message

• tel: link
• Opens phone app
• One-tap calling

More Actions:

• Update contact info
• Change name, email, phone
• Update address

• Filter quotes to this client
• See full history
• Access all details

• Remove from database
• Requires confirmation
• Does NOT delete quotes

From Expanded Card: All actions visible when expanded Easy access without searching

Quickly quote existing clients:

From Client Card: 1. Find client in list 2. Click "New Quote" button 3. Quote form opens 4. Client info pre-filled 5. Continue with quote

• Client name
• Email address
• Phone number
• Address (if on file)

• No retyping info
• Fewer errors
• Faster workflow
• Client record updated

Alternative Method: 1. Start new quote normally 2. In client field, type name 3. Select existing client 4. Info auto-fills

• If info changed, update in quote
• Or edit client directly
• Updates for future quotes

How client metrics are calculated:

• Unique emails in database
• Created from quotes
• One entry per email

• Clients with 2+ quotes
• OR clients with 1+ jobs
• Indicates return business

• Sum of job amounts
• Only signed quotes
• Lifetime value

• Their total from jobs
• Displayed on card
• Sortable metric

• Total / Number of quotes
• Per client or overall
• Business insight

• (Signed / Total) × 100
• Per client
• Indicates quality of lead

• High revenue = VIP client
• Repeat = loyal customer
• High conversion = good fit

Different states of the Clients page:

• Skeleton cards appear
• Animated placeholders
• Brief duration

• Friendly illustration
• "No clients yet" message
• "Clients are created when you make quotes"
• Link to create a quote

• "No clients found for [term]"
• Try different search
• Clear search button

• Client automatically appears
• Welcome message
• Tips for managing clients

Tips for effective client management:

• Update phone/email when they change
• Accurate addresses for jobs
• Notes for preferences

• Repeat customers
• High revenue clients
• Quick responders
• Prioritize their work

• Check inactive clients
• Seasonal follow-ups
• "Checking in" emails
• Maintain relationships

• Remove duplicates
• Merge similar entries
• Delete test entries
• Regular maintenance

• Reference past work
• Price consistently
• Remember preferences
• Personal touches

• Use "New Quote" from client
• Save time on data entry
• Reduce errors
• Faster service