Clients & Properties
Manage clients and their properties in one place: contact details, service history, files, and every conversation your team has had.
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How To Create A Client From Scratch in WorkZenCreate a client record in WorkZen with contact details, a primary address, and notes. A name and one contact method are all you need to start.Video, 1:41Import clients, leads, and price book from CSVMove your existing client list, lead list, and pricing into WorkZen with a spreadsheet upload, safely, with validation and duplicate skipping.2 min read
Everyday tasks
How To Manage Client Properties in WorkZenAdd multiple service addresses to one client, set the primary property, and see how jobs, visits, and documents pick the right location.Video, 1:05Use tags to organize clients, leads, and jobsCreate colored tags per record type and label your clients, leads, jobs, invoices, estimates, and visits so anyone can see what matters at a glance.2 min read
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