Review and edit a client

Overview

The Client Library is the central record of every client your business works with. Use it to find an existing client, review their history — Quotes, Jobs, and Enquiries — and update contact or address details when something changes. Edits made here apply to future quotes and invoices; documents already sent keep the details they had at the time.

Who This Workflow Is For

This workflow applies to Admin, Business Owner, and Sole Trader.

Before You Start

You need to know enough about the client to find them — a name, contact, email, phone, or address. Have the updated details ready before opening the record.

Step-by-Step Process

1. In the left sidebar, select Clients. The Client Library opens.
2. Find the client:
   • Browse the client table — columns include Name, Contact, Address, and Links (the quick-access counts for Quotes, Jobs, and Enquiries).
   • Use the search bar at the top of the page to filter by client name, contact name, email, phone, or address.
3. Select the client name to open the client record.
4. Review the client detail:
   • Contact details, address, and any notes.
   • Links to the client’s Quotes, Jobs, and Enquiries — select a count or icon to navigate to the related records.
5. To update details, select Edit, change the relevant fields, and select Save.

What Happens Next

The updated details flow into future quotes, jobs, and invoices for this client. Documents already sent show the details they had at the time of sending. To refresh an existing quote or invoice with the new details, edit and re-send the relevant document.

Common Issues

• Cannot find a client. Use a different search term — name, email, phone, or address. Confirm the client was not deleted; if it was, see View Document History to find and restore the record.
• Wrong details on a sent document. Sent quotes and invoices keep the details they had at the time of sending. Update the client record, then edit and resend the document.
• Multiple records for the same client. Pick the correct record, edit it to be the definitive version, and delete the duplicate — see Delete a client.
• Cannot edit a client. Tradies and Apprentices have view-only access through assigned jobs. Confirm the user’s role.

Related Guides

• Create a client
• Delete a client
• View Document History
• Message a client