What to store
A client record keeps the practical details you need to work with a person, household, owner, resident, tenant, or company.
- Store names, email, phone, registration or personal details when relevant.
- Use property and unit assignment to keep lists easier to filter.
- Keep billing-related information accurate before creating invoices.
How clients connect to properties
A client becomes part of an active property workflow through a contract or agreement. The record defines what they use, own, rent, or receive service for, plus dates, amounts, invoice settings, and utility setup.
Use the client page to review related contracts, invoices, tickets, and communication context.