---
title: Clients — the client book, properties, access notes and client types
snippet: The Clients screen is the book: a client is a person or a business, with one or more properties, each with its own service rhythm.
keywords: client, clients, client book, property, address, gate code, access notes, visit history, client types, categories, check, coverage
---

# 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.