ClientLoop
Overview
Clients
Jobs
Follow-Ups
+ Add Client
Total Clients
-
Active Clients
-
Jobs Completed
-
Pending Follow-Ups
-
Emails Sent
-
Upcoming Follow-Ups
💬
No pending follow-ups
Complete a job to auto-schedule follow-ups
Dormant Clients
No contact in 30+ days
😴
No dormant clients
All clients have been contacted recently
Clients
+ Add Client
Name
Email
Phone
Service
Last Contact
Status
Actions
Jobs
+ New Job
Client
Service
Amount
Status
Completed
Actions
Follow-Ups
All Status
Scheduled
Sent
Failed
Process Due Now
Client
Type
Scheduled
Status
Sent At
Actions
Add New Client
Name *
Email
Phone
Service Type
Notes
Cancel
Save Client
Log New Job
Client *
Select client...
Service Type *
Description
Amount ($)
Notes
Cancel
Save & Mark Complete