👥 Client Management

Manage your customer database effectively to streamline service requests and maintain detailed equipment history for every facility.

📊 Overview

The Client Management module enables you to:

• Add new clients including individuals, businesses, or government entities.
• Equipment History: View a log of all fire safety assets associated with a specific client.
• Geolocation: Pin client facilities on the map for route optimization.
• Communication: Direct integration with WhatsApp, Phone, and Email.

🔑 Accessing Clients

To access the Client Management screen:

1. Navigate to the Dashboard.
2. Click on the Clients icon in the bottom navigation bar or the side menu.

🛠️ Managing Clients

➕ Adding a New Client

1. Click the Add Client button (floating action button with a + icon).
2. Enter the client’s information:
   • First Name & Last Name (or Company Name): The primary identifier.
   • Phone Number: Primary contact number.
   • Email: Email address for digital invoices and certificates.
   • Address: Physical address or GPS coordinates.
3. Save the client profile.

✏️ Editing a Client

1. In the Clients list, search for or select the client you wish to edit.
2. Tap on the client’s name to open their profile.
3. Click the Edit icon.
4. Modify contact details or update location.
5. Save your changes.

🗑️ Deleting a Client

Warning: Deleting a client will remove their profile and may archive their service history.

1. Swipe left on the client item (on mobile) or click the Delete icon.
2. Confirm the deletion.

📋 Client Equipment History

A key feature for compliance:

1. Open a Client Profile.
2. Navigate to the Equipment or History tab.
3. View a list of all extinguishers and systems serviced at this location, including their last inspection dates and upcoming expirations.

🔍 Searching and Filtering

• Search Bar: Find clients by name, company, or phone number.
• Sort: Order by Name, Date Added, or Last Service Date.

💬 Client Communication

• Call: Tap the phone icon to initiate a call directly.
• WhatsApp: One-tap chat to send reminders or digital reports.
• Email: Send formal quotes and invoices.

For managing service requests associated with clients, refer to the Service Requests section.