Managing Clients
The Clients module is where you keep all information about the companies you work with.
Instead of scattered spreadsheets and folders, every client lives in one organized place.
What you see for each client
When you open a client record, you get:
- Company name and basic details
- Contact information — phone, email, address
- Industry — what type of business they run
- Status — active, inactive, or on hold
- Linked locations — branches, warehouses, factories
- Linked contacts — people you talk to for technical or billing matters
- Linked machines — equipment you service at their sites
Adding a new client
- Go to the Clients section in the sidebar.
- Click Add client.
- Fill in company name, contact details, and industry.
- Save the record.
You can add locations, contacts, and machines right away or come back later.
Why keep clients in itsTrack?
- One source of truth — Everyone on your team sees the same client data.
- Full history — All jobs, repairs, and visits link back to the client.
- Fast lookup — Search by name, location, or machine serial number.
- Better service — Your team knows the client before they arrive on site.
Client status
Use status to show where each client stands:
| Status | When to use |
|---|---|
| Active | You currently work with this client |
| Inactive | No current work, but you keep the record |
| On hold | Temporary pause — billing issue, contract renewal, etc. |
tip
Add clients before you create jobs. Every job should link to a client so history stays complete.
Next steps:
- Locations and Contacts — map branches and people
- Machines and Equipment — register devices you service