📱 💻 Platform Availability: Available on both Desktop and Mobile
Article Content:
Overview
The Clients tab is your customer database — every person or company you've worked with or quoted is stored here. Keeping client records accurate ensures the rest of your CRM (jobs, quotes, invoices) stays clean and connected.
Clients are accessible on both desktop and the Rebolt Mobile App. On mobile, your client list surfaces automatically when creating jobs, invoices, or quotes — so you spend less time navigating and more time getting work done.
On desktop: Go to Clients in the left nav.
On mobile: Open the app, tap the ↕ icon (far right of the bottom bar), then select Clients.
How Clients Enter Your CRM
Clients appear in your Rebolt CRM in three ways:
Rebolt website forms — When someone submits a contact or lead form on your Rebolt-built website, they are automatically created as a new client with Lead status. Note: This only applies to Rebolt's built-in forms. Third-party forms embedded on your site (e.g., GoHighLevel, Jobber forms) do not automatically create clients in Rebolt.
Manually created — You or your team can add a client at any time from the Clients tab (click New Client) or inline during quote, invoice, or job creation.
Review request sent to a new contact — When you send a review request to a phone number or email that doesn't already exist in your client database, Rebolt automatically creates a new client record for that person.
Finding & Viewing Clients
Navigate to Clients in the left nav. Use the search bar to find a client by name, phone, or email. The list view shows key details at a glance — name, contact info, status, and last activity.
Click any client to open their full profile, which includes contact details, service addresses, linked jobs, quotes, invoices, and notes.
Client Statuses
Every client has a status that reflects where they are in their relationship with your business:
Status | Definition |
Lead | A prospective client who has been quoted or contacted but hasn't started a job yet. |
Active | A current client with an ongoing or recently completed job. |
Inactive | A former client or archived record no longer actively engaged. |
Status changes happen automatically based on activity — when you send a quote, schedule a service call, or create a job for a client, their status updates accordingly.
Moving an Inactive client back to Active: There is no direct "Reactivate" toggle. To move a client from Inactive back to Active, you need to take an action that triggers the Active status — send them a quote, schedule a service call, or create a job. This automatically moves them back to Active with an asset to track their status.
Adding a New Client
Desktop: Click New Client (top-right of the Clients page). Fill in name, phone, email, and service address.
Mobile: When creating a job, quote, or invoice, you'll see a client search field. If the client doesn't exist yet, tap + Create new client inline — you don't need to navigate to the Clients tab first.
Desktop (during quote/invoice creation): A + Create new client option appears at the bottom of the client search results in the creation flow.
Editing Client Information
Open the client's profile by clicking their name.
Click the Edit button (pencil icon).
Update any fields — name, phone, email, address, or custom fields.
Click Save.
You can also edit client details directly from an asset (quote, invoice, or job) at the point of creation or editing — no need to navigate to the Clients tab separately.
Multiple Properties (Addresses)
Each client record supports multiple properties — useful for property managers, commercial clients, or anyone you service at more than one location. Each property has its own address and can be independently assigned as the billing or service address on jobs, quotes, and invoices.
To add a property:
Open the client's profile.
Navigate to the Properties section (or click Edit and use + Add address).
Enter the address details and save.
When creating a job, quote, or invoice for a multi-property client, you'll be prompted to select which address to use as the service address for that specific record.
Tip: For a property manager with 10 buildings, you can keep one client record and add all 10 addresses as properties — no need to create duplicate client records for each location.
Clients on Mobile
On the Rebolt Mobile App, you interact with clients most often through the job and invoice creation flows rather than a standalone Clients screen. When you tap + to create a new job or invoice, you'll see:
A search bar to find any existing client by name, phone, or email.
A Recent leads list showing your most recently added or active clients for quick selection.
A + Create new client option if the person isn't in your database yet.
This means you can create a job for a new client on the spot — without going back to desktop first.
Notes & Activity
The client profile includes an activity feed showing a history of all linked jobs, quotes, invoices, and communication. Use the Notes section to leave internal context for your team — things like access codes, client preferences, or follow-up reminders.
Notes are visible to your team only. Clients never see the notes you add to their profile — they are strictly internal.
FAQ
How do clients get added to my CRM?
Three ways: (1) someone submits a Rebolt website form — they're auto-created as a Lead; (2) you manually create them in the Clients tab or during quote/invoice/job creation; (3) you send a review request to a new contact — Rebolt automatically creates a client record for them.Can I change a client from Inactive back to Active?
Yes, but there is no direct "Reactivate" toggle. To move a client from Inactive to Active, take an action that triggers the Active status: send them a quote, schedule a service call, or create a job. This automatically moves them back to Active with an asset to track their status.Can a client have multiple service addresses?
Yes — each client supports multiple properties, each with its own address. Open the client profile to add, edit, or remove properties. When creating a job or invoice, you'll be able to select which address to use as the service address for that record.Can a client have multiple emails?
Not currently — each client record supports one primary email. If you need to capture a secondary contact email, add it to the client's Notes field for reference.Can I export my client list to a CSV?
Not a self-service feature — there's no export button in the UI yet. To get your client list exported, reach out to Rebolt support directly. We'll generate and share a CSV with you.