Clients
A Client record stores the customer or builder a project is for. Linking a client to a project drives PDF reports, the project picker, and reporting roll-ups by customer.
Creating a Client
Projects → Clients → New Client or inline from the project settings dialog.
| Field | Purpose |
|---|---|
| Name | Required. |
| Short name | Optional abbreviation (shown in dense lists). |
| ABN / Tax ID | Shown on invoice-style PDFs. |
| Contact person | Lead contact name. |
| Email, Phone | Contact details. |
| Address | Multi-line; appears on reports. |
| Notes | Free text. |
Client Metrics
The Clients view shows, per client:
- Number of active projects.
- Total direct cost across all linked projects.
- Total sell value.
- Most recent project activity date.
Deactivating a Client
Mark as inactive (don't delete) to preserve history. Inactive clients do not appear in the picker when creating new projects.
Bulk Operations
- Merge duplicate clients into a single record (projects re-link automatically).
- Import clients from CSV via Clients → Import.