Add & Manage Clients

Create client profiles, add contacts, set service days, upload photos, and manage your client list.

Managing Your Client List

Clients are the foundation of your Servida workflow. Each client profile stores contact info, location details, service history, and billing information.

Adding a New Client

Navigate to Clients in the sidebar
Click Add Client (or use the quick action on the dashboard)
Fill in the client details:

Contact Information

Each client has one or more contacts:

First Name and Last Name (required)
Email — needed if you want to send invites or invoices
Phone — for quick calls/texts
Relation — Owner, Spouse, Tenant, Manager, etc.

You can add up to 2 contacts. One must be marked as Primary.

Service Location

Street Address — Used for route planning and GPS navigation
City, State, Zip, Country
Servida automatically geocodes the address for the route planner map

Service Configuration

Service Days — Select which days of the week you service this client (Sun–Sat)
Enabled Services — Choose which service types apply (Pool, Landscaping, Dance Lessons, Music Lessons, Tutoring, Personal Training, Photography, Consulting, etc.)
Location Type — Property, Studio, Office, Virtual, Mobile, or Other

Additional Details

Access Instructions — Gate codes, entry notes, special directions
Gate Code — Discrete field for quick reference
Notes — Free-form notes about the client (supports Markdown)
Client Since — Record when this relationship started
Business Name — For commercial clients

Client Avatar Photo

Click the avatar on the client profile to upload a photo. You'll see a crop tool to position the image before saving.

Locating the Client on the Map

Servida automatically geocodes addresses, but you can also:

Geocode from address — Click the location icon to re-geocode
Set location manually — Use the pin-drop map dialog to place the marker exactly

Archiving & Restoring Clients

Archive: Open the client's profile menu → "Archive". The client is hidden from the default list but data is preserved.
Restore: Filter the clients list to show archived clients, then restore from their profile.

Searching & Filtering Clients

The clients list supports:

Text search — By name, business name, or contact name
Address search — By street, city, or postal code
State filter — Filter by state
Phone search — Search by phone number digits
Active/Archived toggle — Show active, archived, or all