Accounts for Clients and Vendors
Managing Your Business Accounts in One Place
Looking for a way to keep all your business relationships organized? Whether you're dealing with leads, clients, or vendors, you can manage all your accounts seamlessly in one place.
Accounts Overview
The Accounts section is the central hub where you can store information for all your clients and vendors. With the ability to associate multiple contacts, keep detailed notes, and link relevant projects, this feature helps you stay organized and efficient. Easily search, update, and manage everything from one location.
Vendors
Need to keep track of subcontractors or suppliers? Mark an account as a vendor and store all the critical details for anyone you work with regularly.
For Vendors, you can include:
- Account Name
- Trade: Choose from the available trade list
- Billing Address
- Physical Address
- URL: Add the vendor’s website or any relevant links
- Status: Mark vendors as active or inactive based on your working relationship
- Associated Contacts: Add a primary contact and any additional people you communicate with at the vendor
- Notes: Add important notes about the vendor or the work they've done
- Associated Projects: Vendors can be associated to any projects you work on for them
Clients
Storing client information is simple. All your clients’ details, as well as any associated projects, are just a click away, allowing you to manage multiple projects for a single client effortlessly.
For Clients, you can store:
- Account Name
- Client Type: Select from a predefined list (e.g., residential, commercial)
- Billing Address
- Physical Address
- Associated Contacts: Manage the primary contact and any additional people tied to the client account
- Notes: Keep track of any client-specific details
- Associated Projects: View and manage all projects related to this client in one place
How to Create an Account
- Navigate to the Accounts page in the primary menu.
- Click on Add Account.
- Enter account details (name, addresses, etc.).
- Click Save Account to store the information.
Viewing or Editing an Account
Once an account is set up, you can edit the details, add notes, manage projects, and assign or change contacts as needed.
- Navigate to the Accounts page.
- Click on the account you want to view or edit.
- Update or add to the following sections:
- Contacts: Add new contacts, remove old ones, or set a new primary contact. Learn more about contacts here.
- Projects: See all related projects and add new ones. Learn more about associating projects to accounts here.
- Notes: Record notes specific to the account.
- Status: For vendors, change the status by clicking the dropdown.
- Edit Details: Use the pencil icon to edit fields like account name, addresses, etc.
How to Delete an Account
If you need to remove an account:
- Go to the Accounts page.
- Click on the account you wish to delete.
- Select the three dots in the upper-right corner.
- Click Delete and confirm.
