In this article, you will learn how to manage client details, including contact information, history, and files.

Keeping accurate and organized client records is key to providing great service and staying on top of your jobs. With Workiz, you can easily view and manage everything tied to a client — from their contact info and notes to past jobs and uploaded files.

Whether you’re adding a new contact, pinning important notes, or reviewing job history, this guide will walk you through the tools available on the client page to help you stay informed and efficient.

Adding a description field

The client page makes it convenient to keep critical details visible at all times through the "Description" field. Here, you can store key information such as client preferences, entry instructions, or other important reminders that you want to make sure your team can't skip over. 

To edit a client description:

1. From the client details side pane, select the vertical dots > Edit client info
   
   
2. Enter your information in the Description field and select Save

Managing additional contacts

Your client may occasionally have another person that you'll be interacting with to complete certain services. You can even set additional contacts as billing contacts to ensure they are always CC'd on billing-related emails (i.e., sending estimates and invoices).

To add an additional contact:

1. Next to Additional contacts, select the + icon
   
2. Create your additional contact:
   1. Name
   2. Contact (e.g., phone, email)
   3. Role
   4. Address
   5. Set as billing contact

      You must have an email saved for this additional contact in order for them to receive billing-related emails.

   6. Select Add contact

Managing notes

The "Description" field helps keep key client details front and center, visible whenever you view their profile. You can also add notes at the client level to share important updates or context with your team.

By default, notes are listed in chronological order — but you can pin any note to the top to make sure it stays easily accessible.

To add and pin a note:

1. On the right side of the page, select Notes
2. Select Add note
3. Create your note and select Save
4. Select the pin icon to pin the note to the top of the feed

Viewing client history

The client page also provides you with a detailed timeline of all client interactions related to:

• Jobs
• Leads
• Estimates
• Invoices
• Calls
• Payments
• Service plans
• Equipment
• Notes

You can filter the feed by activity type (e.g., jobs, equipment, etc.) to quickly find the specific event that you're looking for without sifting through unrelated entries. Select any link to be redirected to the specific event. 

Viewing client files

All files (e.g., PNG, JPG, PDF, docs) that you have previously saved onto this client's estimates, invoices, and jobs will be aggregated and displayed in their profile. Files cannot be saved directly at the client profile level.