LIVE DEMO You’re exploring a live demo with sample data Start free trial
Start free trial
Client Hub

Client Hub

Pick a client to see their properties, scheduled work, quotes, invoices, and portal activity in one place.
Clients
12
Active brands in your workspace
Scheduled visits
7
Across the next 14 days
Active jobs
18
Inspections, remedials & installs

Client Hub

Showing 7 of 12 clients

Clear
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
Royal Care Group8 properties · 12 doors
Mark HendersonFacilities Manager
finance@royalcare.co.ukClient email
+44 161 234 5670Main line
Next 22 Apr Scheduled inspection
Open
Hillcrest Residential5 properties · 14 doors
Claire WatsonProperty Director
accounts@hillcrest.co.ukClient email
+44 117 925 4421Main line
9 Apr 2026 Quote accepted
Open
Westgate Property3 properties · 9 doors
Overdue invoice
David LimOperations
ap@westgate.co.ukClient email
+44 121 642 1180Main line
5 Apr 2026 Invoice issued
Open
Oakfield Care Group4 properties · 11 doors
Helen SparksCompliance Lead
billing@oakfield.co.ukClient email
+44 113 380 1077Main line
Next 28 Apr Scheduled inspection
Open
Birchfield Housing6 properties · 22 doors
Priya SharmaAsset Manager
finance@birchfield.co.ukClient email
+44 114 287 6534Main line
2 Apr 2026 Fire door install scheduled
Open
Cornwallis Court2 properties · 8 doors
Overdue invoice
Tom RileyBuilding Manager
accounts@cornwallis.co.ukClient email
+44 115 947 6612Main line
31 Mar 2026 Quote accepted
Open
Liverpool Residential1 property · 4 doors
Notes
Sam BoyleDirector
finance@liverpool-res.co.ukClient email
+44 151 709 3320Main line
No upcoming work Last activity 28 Mar
Open