When adding a new client, a checkmark indicates whether the client is a company. If the checkmark is true, the client name field captures the Company Name. If not, it captures the individual's name, with an option to add a Company Name additionally.

Clients can be categorized into various Client Types such as Residential, Commercial, Vendor, Restaurant, etc. This classification helps in tailoring service delivery and communication based on client categories.
​Note: You can filter for these Types with a drop down on the client list

For each client, multiple contacts can be set up with mutiple phone numbers, email addresses, ensuring that all necessary individuals are reachable for service coordination and communication.

Clients can have multiple locations (addresses) associated with their profile. During work order creation, you can select the specific location for the job, ensuring accurate service delivery.

Multiple assets like printers, HVAC units, or appliances belonging to the client can be saved in Repair-CRM. This feature is crucial for managing maintenance services efficiently on client's equipment.

Client Service History can be viewed for a client with all work orders.

Asset Service History can be viewed for a specific asset.
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Establishing a child-parent relationship between clients allows for a structured management of entities like Facility or Property Management companies (parent) and their respective offices, buildings, or apartments (child).

Jobs are assigned to the individual units or buildings (child entities), but the quote and invoice can be sent to the facility management company (parent entity). This setup ensures that service delivery and billing processes are aligned with the organizational structure of your clients.