3. Managing Clients

View All Clients

Tap the Clients tab at the bottom. Each client card shows the company name, email, and status.

Add a New Client

  1. Tap + Add Client
  2. Fill in the client's details: Name, email, password
  3. Tick "Same as personal info" to auto-fill company name and email
  4. Tap Create

View Client Details

Tap any client to open their profile — company info, linked projects, and contacts.

Client Activity Log

Open a client's profile → tap Activity to see a full timeline of all work done for that client.

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