Updates to your client view

Since launching the redesigned client view a few weeks ago, we've been listening to your feedback and making updates to improve how you manage clients and properties. These changes restore familiar workflows, reduce clutter, and introduce new ways to organize and access your clients' details.

View more contact methods and see contact names

Show up to 3 contact methods at a glance, with the option to expand for more. Contact names now appear alongside phone numbers. For more control, use contacts to manage client communication.

Reduced scrolling and visual clutter

Properties and contacts now appear directly after the header, with all properties grouped in a single section, while other information stays visually organized as you move through the page.

Resize or collapse the sidebar

Adjust the sidebar to fit your workflow and screen size. Create more space when you need it, or hide it all together.

Filter work overview by active or all work

Toggle between active work or all work. Find what you need faster.

Assign one contact to many properties

Link a single contact across multiple properties. Save time managing repeat relationships.

Filter completed visits

Quickly access finished work using the completed filter. Review past visits without extra steps.

Faster tag management

Find and manage tags in the sidebar.

Your view, your way

Use Customize view in the more menu to reorder the sections of client details.

We aren’t done here though, we are continuing to review feedback and improve the experience.