After creating a client, click the client’s name to open the Dashboard tab. This tab provides a complete overview of the client and project. Here you can:
View client details and manage contacts (add additional contacts if needed)
Edit client and project information using the Edit buttons
View a summary, including the date of estimate approval, approved amounts, payments received, remaining balance, and the schedule meeting button.
Review project details such as project name, project address, created date, source, and other custom fields.
Manage internal user access by assigning or adding team members
View vendors associated with the project
View all projects linked to the client and add new projects
This tab is mainly for overview and quick access, while edits can be made within each section.
