Contact Personal Profile
Contacts lists, Client Name and telephone number.
To search for a client’s detail:
Search field. Type either the surname or first name of the client you are searching for; PaintPad will display a list of name combinations. Click clients name to select.
Once client has been located the Personal Profile screen will display Name & Address details etc., Google maps location display and if loaded via the edit function, a photograph or customers logo.
This screen also lists the clients two most recent quotes, plus icons that link you to this clients Quotes, Communication, Invoices and Appointments.
You can also use the top tabs to navigate to these screens.
You also have the facility to start a new quoteand set a new appointment for your client.