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Client Hub

Client Hub

Pick a client to see their properties, scheduled work, quotes, invoices, and portal activity in one place.
Clients
12
Workspace records
Linked items
84
Matched to a client
Unlinked
3
Need fixing at source

Client Hub

Showing 7 of 12 clients

Client directory · All workspaces
Tap a client to switch context. Each row shows the primary contact and most recent activity.
Client Contact Email Phone Activity Actions
Royal Care Group8 properties · 12 doorsMark Henderson
Mark HendersonFacilities Manager
finance@royalcare.co.ukClient email
+44 161 234 5670Main line
Next 7 OctBooked Scheduled inspection7 OctScheduled inspection
Hillcrest Residential5 properties · 14 doorsClaire Watson
Claire WatsonProperty Director
accounts@hillcrest.co.ukClient email
+44 117 925 4421Main line
24 Sep 2026Last seen Quote accepted24 Sep 2026Quote accepted
Westgate Property3 properties · 9 doorsDavid Lim
Overdue invoice
David LimOperations
ap@westgate.co.ukClient email
+44 121 642 1180Main line
20 Sep 2026Last seen Invoice issued20 Sep 2026Invoice issued
Oakfield Care Group4 properties · 11 doorsHelen Sparks
Helen SparksCompliance Lead
billing@oakfield.co.ukClient email
+44 113 380 1077Main line
Next 13 OctBooked Scheduled inspection13 OctScheduled inspection
Birchfield Housing6 properties · 22 doorsPriya Sharma
Priya SharmaAsset Manager
finance@birchfield.co.ukClient email
+44 114 287 6534Main line
17 Sep 2026Last seen Fire door install scheduled17 Sep 2026Fire door install scheduled
Cornwallis Court2 properties · 8 doorsTom Riley
Overdue invoice
Tom RileyBuilding Manager
accounts@cornwallis.co.ukClient email
+44 115 947 6612Main line
15 Sep 2026Last seen Quote accepted15 Sep 2026Quote accepted
Liverpool Residential1 property · 4 doorsSam Boyle
Notes
Sam BoyleDirector
finance@liverpool-res.co.ukClient email
+44 151 709 3320Main line
No upcoming work Last activity 12 Sep