Exploring the Client Overview

Welcome to the Client Overview — your central hub for managing every aspect of client interactions and project engagements. Think of this space as your command center, where communication, documentation, finances, and project execution all come together in one streamlined view. Whether you’re editing client info, sending a proposal, or tracking expenses, the Client Overview makes it simple, organized, and effective.

Let’s walk through everything you can do here:

Client Profile & Editing Information

The journey begins with the client profile. This is where you access all the details tied to a specific client.

• View Client Overview → Click on the client profile to open the overview.

• Edit Information → Click Edit to make updates to client details and project information.

• Save Changes → Once edited, hit Save to ensure everything stays current and accurate.

Keeping client information updated ensures smooth communication and eliminates errors later in the workflow.

Proposals

Here’s where persuasion meets presentation.

1. Create and send proposals directly to clients.

2. Ensure proposals are persuasive, visually appealing, and accurate.

3. Access the Template Center to quickly build and customize proposals.

4. Track proposal progress until it’s signed off.

A strong proposal isn’t just a document — it’s your first step toward winning the project.

Estimates

No more guesswork. With estimates, you can:

• Calculate costs or resources tailored to project requirements.

• Generate results with just a few inputs.

• Provide clients with accurate expectations right from the start.

Fast, reliable, and professional — all in one go.

Money Matters

Finance tracking made simple:

• Invoices → Create, send, and monitor invoices.

• Payment Tracking → Stay updated on pending and completed payments.

Keeping your money matters organized ensures your projects stay profitable and stress-free.

Procurement

Vendor management simplified:

• Select, compare, and manage vendors.

• Control project costs through smarter procurement.

• Boost profitability by ensuring materials and services are well-managed.

With procurement tools, you spend smarter, not harder.

Bills & Expenses

Here’s your financial health check:

• View the total invoice amount at a glance.

• Track expense details clearly.

• Understand where money flows in and out.

Stay ahead of costs before they eat into profits.

Documents

Centralize all your files:

• Upload project-related documents.

• Use built-in file management to stay organized.

• Ensure everyone works with the latest versions.

No more endless searching — the right file is always one click away.

Daily Log

Capture what matters daily:

• Store discussed notes, updates, or client-related conversations.

• Maintain a log for future reference or audits.

Think of it as your project diary — always ready to remind you what happened when.

Events

Never miss a beat:

• Schedule meetings, calls, or reviews with clients.

• Sync schedules with your project timelines.

Organized scheduling = stronger client relationships.

Communication

Stay connected without leaving the platform:

• Send emails directly from the client overview.

• Manage all communication history in one place.

Good communication = smoother collaboration.

Task Management

Stay on top of deliverables:

• Assign and organize tasks linked to client projects.

• Track progress to ensure timely delivery.

• Boost client satisfaction by staying consistent.

Task management keeps projects on rails, no matter the complexity.

2D Takeoff

Turn drawings into insights:

• Upload 2D plans like floor plans or site layouts.

• Perform material takeoffs and cost estimations quickly.

Accurate planning upfront reduces surprises later.

Selections

Help clients choose wisely:

• Offer curated products or service options.

• Allow them to pick what best fits their needs.

Selections make decision-making smoother and quicker.

Time Tracking

Time is money — literally.

• Track hours spent on tasks.

• Convert time logs into billable costs automatically.

• Manage productivity with real insights.

Your clock is now your most reliable accountant.

Inventory

• Track material availability for client projects.

• Monitor stock usage and costs in real time.

• Prevent project delays due to shortages.

Call Log

• Record client or vendor call details.

• Capture date, time, duration, and discussion notes.

• Build a reliable history of communication.

No call gets forgotten when it’s logged.

Assets

• Assign equipment, machinery, or tools to client projects.

• Track asset usage and returns.

• Manage asset responsibility for smooth project execution.

Workers

• Allocate workers to specific client projects.

• Track attendance, shifts, and productivity.

• Calculate labor costs tied directly to client deliverables.

The right workers on the right projects = timely completion.