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
Company contacts: vendors, suppliers, partnersKeep your vendors, suppliers and partners in Company > Contacts. Their names show up when they call or text, in the dialer and in expenses.2 min readHow 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 clients, leads, jobs, invoices, estimates, expenses, payments, and visits to see what matters at a glance.2 min read
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Ask clients for Google reviewsSend review requests from WorkZen. Happy clients land on your Google review page, unhappy ones reach you privately, so you fix issues before they go public.4 min readClient portal: give customers a secure loginWorkZen has a client portal, also called a customer portal. Customers sign in with a secure email link to see their estimates, invoices and visits.4 min read
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