Add clients and addresses

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1. 1 Click Clients, then New client.
2. Fill in the name, phone numbers and emails (one per line), and the first address.
3. Access notes are things like gate codes. The crew sees them on every visit.
4. Click Save client.
5. 2 Search by name, address, phone or email.
6. 3 Show clients with no address lists the ones you can't book until they have one. Show archived next to it shows clients you've archived.

On a client's page

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1. 1 Change their details and click Save changes.
2. 2 Jobs lists this client's jobs. Book a job next to it starts a new job with this client filled in.
3. 3 Add an address for clients with more than one property.
4. 4 Click Edit on an address to see the pin. Drag it onto the driveway or gate. This is where the crew's phone knows they've arrived.
5. 5 Access notes for this address.
6. 6 Click Save.

Further down, Visit record shows every past visit, when the crew got there and left, and who was on it.