Docs / Clients
Clients
Clients are your customer directory. Jobs and invoices are linked to clients automatically so you can see the whole relationship in one place.
Add and edit clients
Open More → Clients and tap New client. Enter a name and any of email, phone, address and notes. Tap a card’s Call, Text, Email or Maps buttons to reach the client from the card. Adding a client also sends a client.created webhook if you use integrations.
How jobs link to clients
When you create or edit a job, Siteflow Pro links it to the matching client by email, then phone number, then exact name. If you later change a job’s contact details, the link is refreshed. Deleting a client keeps the job and simply removes the link.
Lifetime value and job list
Each client card shows number of jobs, lifetime value (the total of their won jobs, leads excluded) and outstanding (balance on sent, unpaid invoices). Tap the card to expand the list of their jobs and open any of them.
What workers see
Workers see only the clients on jobs assigned to them, read only. Editing and deleting client records is for admins.