Managing clients and properties

A Client in Servicio is the person you send invoices to. A Property is a physical address where service happens. A Client can have multiple Properties (a homeowner with a rental property in addition to their primary), and a Property can have multiple ClientServices (one weekly mowing, one monthly fertilizer treatment).

The client detail page

Clicking any client opens a single scrollable page with sections for:

Contact info — name, email, phone, preferred language, tags.
Properties — one card per address with service notes and access details.
Services — active recurring ClientServices on this client, with price, frequency, start date, next visit.
Recent visits — last 10 visits with thumbnails of any photos.
Invoices — balance owed, recent invoices, dunning status.
Commissions — which employee (if any) is attributed to this client and what plan.
Notes & history — free-text notes plus an auto-generated audit of every change.

Editing contact info

Click "Edit" on the client header. Fields: name, email, phone, preferred language, notes. Every edit writes to the audit log with the old and new values, so you can trace back who changed what.

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If a client's phone number changes, update it here rather than creating a new client. The magic-link system keys off phone, so updating in-place keeps their portal access working seamlessly.

Adding a property

Click "Add property" on the client detail page. Fields: street, city, state, zip, access notes, structured access (entry point, latch/lock, dog status, hose/disposal — see Proof of service).

If you have Google Places configured, the address autocompletes as you type. Hitting "enter" on a suggestion fills the lat/lng, which is what the route optimizer uses.

Tagging clients

Tags are free-form labels you can attach to clients. Common tags we see in the field: vip, seasonal, at-risk, commercial, referred, net-30.

Tags do two things: (1) filter the Clients index so you can pull all "VIP" or all "seasonal" quickly, and (2) drive automations. The seasonal auto-pause feature uses a tag to decide which clients to pause in winter.

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Tags are tenant-scoped, not platform-scoped. Two different tenants can both have a "VIP" tag and they are separate objects. Do not worry about tag collision across shops.

Deleting a client

Clients with historical visits cannot be hard-deleted — they are soft-deleted (marked as deleted but retained for audit). They stop appearing in the Clients index but their history remains queryable via the audit log. To restore, contact support.