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Clients · Episode 08

The Client Profile

Length 3:39Recorded in the real appDownload

About this video

Open a client profile in KaamCam and see everything about that client in one place: contact details, linked contacts, the client portal, per-client billing rules, and tabs for jobs, clock-in visits, invoices, estimates and PDF reports. Open a job and an invoice straight from the profile, link a property manager from your Contact Directory, and generate a branded client report.

Chapters

  1. Intro
  2. Open a client profile
  3. Contact, linked contacts and portal
  4. The Overview tab
  5. Jobs and visits
  6. Invoices and estimates
  7. Client reports

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