The client page
Overview is the tab a client record opens on, and it is the answer to “who are these people and where do we stand with them?” — their details on the left, their money on the right, and everything else you have recorded about them underneath.
Contact & Address
Section titled “Contact & Address”The first card is how you reach the client and where you go to find them.
At the top sit the client’s avatar with their Active or Inactive badge, and their name. Underneath:
- Phone numbers — a client can carry more than one, listed together.
- WhatsApp number — kept separate from the phone numbers, because it is often a different line.
- Email, and the Firm Name the client trades under.
Address follows, with the street address, then the Latitude and Longitude the address resolved to. View On Map opens the location.
The coordinates are worth a glance when a site is somewhere a street address does not really describe — a plant room, a rural pumping station, a unit on a trading estate. If they are wrong, the fieldworker’s navigation will be too. They are set with the address in Edit Client.
An accounting glyph in the corner of the card means the client is linked to your accounting package. See QuickBooks integration and Xero integration.
Billing Summary
Section titled “Billing Summary”The card on the right is where this client stands financially, in five lines:
- Outstanding balance — the headline figure, in its own tinted panel. This is what the relationship comes down to.
- Total invoiced — everything you have ever billed them.
- Amount paid — everything they have paid.
- Advance — money taken before there was an invoice to put it against, from Advance Pay in the record header. It sits waiting to be applied.
- Payment terms — the days they get to pay, shown as a badge.
Make payment, in the corner of the card, records money coming in without leaving the client record.
Additional Details
Section titled “Additional Details”Underneath the two cards is everything else recorded about the client:
- GST No and TIN No — the client’s business identification numbers. Click here beside them changes which label is used, so the field reads the way your country writes it rather than the way the app shipped.
- Industry — what trade the client is in.
- Reference — how they came to you.
- Client Type — your own classification, set up in client settings.
- Notes — free text about the client. This is the one field with no rules, and it is where the things that do not fit anywhere else end up: gate codes, who to ask for, why they are on stop.
Any custom fields you have added to clients are drawn below, in the order they were defined — tickboxes, numbers, dates and date-times among them. They are how you record the thing your business cares about that EyeOnTask has no field for.
Project/Site and Contact
Section titled “Project/Site and Contact”Two collapsed sections sit below the details: + Project/Site, the client’s locations, and + Contact, the people at them. Each opens to the list of what is already recorded, with an edit pencil and a delete icon on every row and an add button above.
They are the two things a client record needs before you can book work properly — see sites and contacts.
Customer Portal
Section titled “Customer Portal”A strip at the foot of the page opens the client’s own login. The portal is where the client can see their own jobs, quotes and invoices without phoning you, and the gear beside it opens its settings.
What the client can actually see and do there is controlled centrally — see customer portal settings.
Editing any of this
Section titled “Editing any of this”Everything on this tab is set in one place: Edit Client in the header, which reopens the client’s details with everything already filled in. That includes the Status radio that moves a client between active and inactive.