01
Maintain client profiles and property addresses
- View complete communication history, quote drafts, past invoices, and warranty documents for each client.
- Add multiple service property addresses under a single commercial or residential customer account.
- Attach equipment tags, gate codes, and pet safety notes for field technicians.
02
Irreversible client actions: Merge and Block
- Merge Clients: WARNING: Merging client records cannot be undone. Merging permanently deletes the duplicate client profiles and detaches historical warranty records. Ensure you designate the correct master record before confirming.
- Block Contact: WARNING: Blocking a contact cannot be undone in the dashboard (no unblock surface exists). Blocked numbers can never send incoming leads or texts.
- Revoke Portal Access: Owner-only action that immediately invalidates customer portal magic links.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Client contact information, service properties, and equipment tags are accurate.
- Past quote and invoice history is properly linked to the master record.
- Owner clearance is used for destructive merge, delete, or portal revocation actions.
Troubleshooting
When the workflow doesn’t look right
An office user cannot see Merge or Delete buttons.
Destructive client operations require Owner role authorization.
Client profile merged with wrong record.
Client merging cannot be undone. You will need to manually re-enter the separated contact details.
Keep going