Client List View
This is your main directory of clients, where all records are searchable and filterable. The table displays Client #, Company, Full Name, Phone, Email, and Address for quick reference. You can search clients, filter by active/inactive status, and add new clients from here. Each row gives you instant access to client details, making it easy to manage contact information, track jobs, and stay organized.
Add New Client Forms
This form lets you create a new client profile from scratch. On the left, you’ll fill in Client Details like name, company, and contact info (phone, email) with options to set a primary number and email. On the right, you’ll enter Property Details such as the client’s address and property location. You can also add multiple properties if the client manages more than one. Once saved, all client information is neatly stored for scheduling, billing, and communication.
Import Clients from Jobber
If you’re moving from Jobber, this tool makes migration easy. It provides a step-by-step process to export client data from Jobber and upload it into Leavoda via a CSV file. After downloading and extracting your Jobber export, you simply choose the file here and import all your existing clients in bulk. This saves time and ensures you don’t lose important client history when transitioning to Leavoda.
