Clients and properties

What this page is for

Clients are the people and companies you work for. Properties are the addresses where you work. A client can have many properties. Open Clients from the menu. The tabs are Clients and Properties.

Do the common things

Add a client

1. Click + New client.
2. Add the name, phone numbers and email. Click Save client.

Add a property

1. Open the client and click + Property.
2. Enter the address and postcode. Trade Sure finds the map position by itself.

Start work for a client

1. Open the client record.
2. Click + Request, + Quote or + Job. The client is already filled in.

Bring in your old clients

1. On Clients, click Import.
2. Upload a CSV or Excel file. Match the columns, then confirm.

Control messages to a client

1. Open the client record.
2. Click Stop automatic messages to turn off reminders and review requests for them. Click Allow automatic messages to turn them back on.
3. Tick SMS on a phone number to allow texts to it.

Put a client on a care plan

1. Open the client record and click Add to a plan.

If something looks wrong

• A client appears twice: open both, move the work to one, and archive the other.
• A property has no map pin: check the postcode.
• Texts are refused: the client may have replied STOP, or SMS is not ticked on that number.