Create a customer
Keep names, contact details and service locations together.
FEATURE / CLIENT MANAGEMENT
Client relationships
Client details, job history, estimates and invoices are connected to a single workspace record.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Link the work
Associate jobs and documents with a client.
Review history
See the relationship beyond the latest visit.
BUSINESS VALUE
Keep information close to the work.
One source of truth reduces duplicate data entry.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Client relationships mean in ZelvotriX?
Client details, job history, estimates and invoices are connected to a single workspace record.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
Can customers have several jobs?
Yes. Client records group related jobs, documents and visit history.
Is there a separate customer login?
Linked customer accounts can see their permitted records and invoices.
Can I export customer information?
Authorised reporting roles can export customer data from their own workspace.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.