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TOPIC: client list

client list 13 years 7 months ago #40307

Where is the client list? i enter a client for a report and loose it if i change template then cant find the info again. i also do inspections for the same client on multiple properties such as rental owners selecting a client from a list like the realtor list would be great

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Re: client list 13 years 7 months ago #40323

Currently I don't believe there is a client list feature, just a Realtor list.  Clients are input with each report file individually.  I think it is in the works, but Dom would be the one to verify that.  It would be good to be able to save basic data from every inspection in one spreadsheet-type file, especially for records and taxes.

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Title: Home Inspection Peoria, IL
URL:  www.aaintegrityhomeinspection.com

Re: client list 13 years 7 months ago #40324

thanks for verifying that. im glad i wasnt missing something obvious. i will be watching for that to be in a future update.

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Re: client list 13 years 7 months ago #40328

Cameron is correct, it's on the to-do list!

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: client list 13 years 7 months ago #40336

Thank you
it will be a beneficial add on

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