Edit a Client

The Client Editor

The editor is divided into sections: General Client Information, Client Address, and a tabbed activity area below.

Client editor showing General Client Information fields and Audit Log

General Client Information

Field	Notes
Client Name	Required. Max 150 characters. No `:`, `(`, or `)`.
Client URL	Optional website address for the client.
Client Relationship	How your company relates to this client (e.g., On Going, Prospect). Managed in Settings.
Client Type	Classifies the client (e.g., Engineer, Owner or Lead, Client, Old Client). Managed in Settings.
Scheduler Color	Hex color used to identify this client on the scheduling board.
Status	Active or Inactive. Inactive clients remain in the system but are hidden from most dropdowns.
MSA	Check if a Master Service Agreement is in place with this client.
Default Payment Terms	Applied automatically to invoices for this client.
Account Standing	Used to trigger alerts if a client's account requires attention.
Onboard Date	Date the client relationship began.
ISN	ISN identifier if your company uses ISN compliance tracking.
Billing Info	Free-text notes about billing arrangements, references, or special instructions.
Department	Assigns the client to an internal department.

Click Save to save the general information. The Audit Log below the form shows who created the record and who last edited it. Click Full Log for the complete change history.

Client Address Information

Client address section, QuickBooks info, and tab navigation

Field	Notes
Address 1	Primary street address. Max 100 characters.
Address 2	Suite, unit, or secondary line. Max 100 characters.
City	Max 100 characters.
County	Optional county field.
State	Two-letter state abbreviation.
Zip	Max 10 characters.

If QuickBooks integration is active on your account, a separate QuickBooks Information section appears here with QB-specific billing address fields and sync options. If it is not configured, the section displays "QuickBooks integration is not currently setup."

Activity Tabs

Below the address section, six icon tabs give access to all activity linked to this client:

Tab	What it contains
Notes (pencil)	Internal notes with author and timestamp. Click + New to add a note inline.
Communications (phone)	Logged calls, emails, or meetings. Supports follow-up date tracking.
Contacts (address book)	People associated with this client. Each contact can have a type, two phone numbers, and an email.
Projects (wrench)	The 50 most recent projects. Click Load More if the client has additional projects.
Files (document)	Uploaded files with type and description. Files are uploaded with a progress bar.
Quotes (dollar sign)	All quotes linked to this client.

Click + New within any tab to add a record directly from the client editor without leaving the page.

Tips

Set the Scheduler Color early if you use the scheduling board — it makes this client's jobs visually distinct at a glance.
Use Billing Info for anything a billing staff member needs to know that does not fit a structured field: net terms exceptions, PO requirements, invoice contacts.
Account Standing can be configured to show an alert banner whenever someone opens a client with an outstanding balance or credit hold. Set this up in Settings > Account Standings.
The Status field does not delete or archive a client — it only controls whether the client appears in dropdowns elsewhere. Inactive clients remain fully accessible from the client list.
If a client has many projects, use Load More in the Projects tab rather than the global project search — it stays in context and is faster.