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Clients

The Clients screen is the book. A client is a person or a business; a client can have several properties — the house, the rental, the second address — each with its own service rhythm.

What a client file holds

• The properties, each with access notes: gate code, which door, where to park, the dog in the back yard. The tech reads them at the stop, not in a group chat.
• Visit history, filled in from the route — nobody types it.
• Client types you name yourself: type one (say Quarterly pest or Snowbird) and it exists; a client can carry several at once, and every filter shows a live count.
• The client's estimates, jobs and services, on their own tabs.

Adding a client

Clients → New client: name, phone or email, the first address. Add more properties from the file. Bringing a spreadsheet? Use Import CSV instead (see the CSV import article).

"Do you come to my street?"

The Check screen answers from the real route: type an address and it says whether it is covered, which day, who goes and the arrival window. Quote the window you will actually hit.

Seasonal clients

A client who leaves for the season is paused, not deleted: the file, the addresses and the whole visit history stay in the book, so coming back is a switch, not a re-entry.