Workiz keeps track of clients for you. You can view each client by the locations or by jobs.
Present world class service when your client calls for service by having the needed information right away.
Client View With Property Information
The client management page lists all service locations for the client with any balance owed per location. You can use the search box to quickly narrow down results and create a new job from any location.
Client Auto Search Location Suggestions
When adding new jobs, if the client auto search will pick up a matching client the pop up will let your browse this client’s properties and assign the right one. Just Another way to save time typing.
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