Clients, contacts and homes
Workflow 06 · Clients · Contacts · Homes · Lifecycle
A client is the person or company that pays; its contacts are the people you talk to, and its homes are where the work happens.
Each record keeps its history: nothing is deleted, and a status decides what new work is allowed.
- Office Administrator
- Franchise Owner for internal notes
Home detail
Office Administrator
8Step 8 of 11 · workflow step 06
- Location
- Open in what3words
- Open in Google Maps
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- Copy the home's access instructions, risk notes and property details once into each new visit's Brief of Works
Put a client on hold
Office Administrator
10Step 10 of 11 · workflow step 09
- Put on hold
- Activate again
On hold: no new visit, no scheduling or starting; finished work can still be approved and invoiced.
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- Skip recurring visits while a client is on hold; they are not made up later
- Keep every client, contact and home: there is no delete, only Mark inactive and Archive
Internal notes
Franchise Owner
11Step 11 of 11 · workflow step 11
- Franchise Owner only
- Internal notes
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Client, contacts and homes current; status matches the work allowed