Client Management

Clients are at the center of everything you do in Jobkore. Every estimate and invoice is tied to a client, and Jobkore tracks revenue, activity, and contact details for each one.

#Adding a Client

To create a new client, go to Clients in the sidebar and click New Client. You can also add a client using the Quick Add dialog, which is available from the Dashboard quick actions or the client picker on any estimate or invoice form.

The only required field is the client's name (person or company). Everything else is optional:

• Address — start typing and pick from the Google Places suggestions. City, state, and ZIP fill in automatically.
• Notes — internal notes about the client. Never shown to the client, but see below — Hank reads them.
• Default Rate — a default rate applied to new line items for this client.
• Language — set the client's preferred language (English or Spanish). Documents sent to this client will use their preferred language.

#Client Contacts

Each client can have up to 20 contacts. Contacts represent the people you communicate with at that client — for example, a property manager, a project lead, or an accounts payable clerk.

Each contact has a name (required), plus optional role, email, and phone fields. Phone numbers are auto-formatted as you type.

Primary contact

One contact per client can be marked as the primary contact by clicking the star icon. The primary contact's email is used by default when you send documents to that client. You can always change the recipient before sending.

#Service Locations

Service locations let you track multiple job site addresses for a single client. The client's main address is their billing address — locations are where work actually happens. This is useful for property managers, multi-site clients, or any client with work at more than one address.

To add a location, open the client detail page and click Add Location in the Locations section. Start typing the address and pick from the Google Places suggestions — city, state, and ZIP fill in automatically.

Locations appear in a table on desktop and as cards on mobile. You can edit or delete any location at any time.

Locations on documents

When a client has service locations, a location picker appears on the estimate and invoice forms below the client field. Select the job site for that document, and the service location will appear on the PDF below the billing address. If no location is selected, only the billing address is shown.

#Client Notes

You can add free-form text notes to any client from their detail page. Notes appear in the client's activity timeline alongside automatic events like estimates sent and invoices paid, giving you a complete history in one place. Use notes to track conversations, job-site details, or anything else you want to remember about the client.

#Client List

The client list page shows all of your clients with search, sorting, and pagination.

• Search — filter clients by name or email address. Results update as you type.
• Sorting — sort by name, date created, or revenue.
• Pagination — the list initially shows 20 clients. Click Load More at the bottom to load additional clients.

#Client Detail Page

Click any client to open their detail page. This page gives you a complete picture of your relationship with that client.

At the top, stat cards show total revenue, outstanding balance, active documents, and the date you added the client. Below that you'll find the client's info (address, notes, default unit price, map preview), their contacts, and lists of all estimates and invoices for this client.

#Activity Feed

The activity feed on the client detail page provides a chronological history of everything that has happened with this client. Events are automatically logged by Jobkore and include:

• Estimate created, sent, accepted, or declined
• Invoice created, sent, or paid
• Email sent to the client
• Document viewed by the client
• Document signed by the client
• Notes you've added manually

Each event shows a relative timestamp (e.g., "2 hours ago" or "3 days ago"). If the feed is long, click Show more to expand it and see older activity.

#Import and Export

Import clients (CSV)

If you're coming from another tool or have a spreadsheet of clients, you can import them in bulk. On the Clients page, click Import to open the import dialog. Choose or drop a CSV file — there is no paste-in option; the importer works from a file.

The import understands 13 columns: Name, Address, City, State, ZIP, Contact Name, Contact Email, Contact Phone, Contact Role, Contact Is Primary, Notes, Default rate, and Language. Only Name is required.

Your file does not have to match that order or those headings. After you upload, a mapping step shows every column in your file with a dropdown beside it — recognised columns are pre-filled, unrecognised ones are left at "Don't import" rather than guessed, and genuinely ambiguous ones always ask. That is what makes a CSV exported from another tool importable at all.

Rows sharing the same client Name are merged into one client with several contacts, which is why the preview counts clients rather than rows and the number on the Import button will not match your file's line count.

After uploading, you'll see a preview of the data before anything is created. Review it, then confirm to import. If any rows have issues, Jobkore will tell you what went wrong so you can fix and retry.

Export clients (CSV)

Click Export on the Clients page to download all of your clients as a CSV file. The export includes the same columns as the import format, making it easy to back up your data or move it to another tool.

#Client Picker

When creating an estimate or invoice, the client picker lets you quickly find and select a client. It's a searchable dropdown — start typing a client name and matching results appear instantly. If the client doesn't exist yet, click the New Client button at the bottom of the dropdown to create one on the spot without leaving the form.

#Editing and Deleting Clients

You can edit a client's details at any time from the client detail page. Click Edit to update their name, address, contacts, or notes.

What Delete does depends on whether the client has any history. A client with no linked estimates, invoices or notes is deleted outright. A client who has any of those is archived instead, and Jobkore says so: "{name} has linked estimates, invoices, or notes. They'll be archived and can be restored later."

Archiving keeps every link intact — documents stay attached to the client, not orphaned. An archived client shows a banner on their page, drops out of your active list, and can be restored at any time. Archived clients cannot be edited until you restore them.

#Hank Reads Your Client Notes

When you build a document for a client, Hank sees that client's notes — both the Notes field on their record and the dated notes on their timeline. A note like "haggles on every job" nudges him toward tighter itemisation; "always wants the cheapest option" shapes what he suggests.

He never copies them onto the document. They inform what he writes, they do not appear in it. Your client cannot see them, and neither can anyone you share the document with.

Nothing is sent if the draft has no client attached yet — there is nothing to look up.