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Changelog
ImprovementClients
May 11, 2026

A redesigned client detail page

The client page has been rebuilt with a hero summary, tabs for every related record, and inline maps of the client's properties.

The client page is the place you land when a customer calls. It now greets you with a clean summary instead of a wall of scrolling.

What changed

  • A summary hero shows revenue, outstanding balance, active jobs, and upcoming visits at the top.
  • Contacts, properties, jobs, quotes, invoices, visits, and notes are organized into tabs instead of stacked sections.
  • Each linked property has a static map preview right on the client page.
  • The sidebar holds contact details, lead source, and "client since" date for quick reference.

Why it matters

When a customer is on the phone, you want answers in two seconds, not two scrolls. The new layout puts the things you reach for most (their last visit, their current balance, their phone number) where your eye lands first.

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