Client Management
Managing Your Clients
Strong client relationships lead to repeat business and referrals. ANVL helps you organize client information, track history, and maintain relationships.
Adding a New Client
Add clients when you create a job or manually in your Clients section. Include name, phone, email, address, and notes. If it's a repeat customer, you can mark them as such. ANVL saves this information so you don't re-enter it for future projects.
Client Information
Store all relevant client info: preferred contact method, payment method, special requests, accessibility needs, and any notes about their preferences. Example: "Prefers email communication, very detail-oriented, likes traditional styles." These details help you provide better service.
Client History
View all past and current projects with each client. See dates, amounts, and completion status. This helps you understand repeat customers and tailor proposals based on past work. It's also useful for follow-up sales: "Would you like similar work in your other bathroom?"
Contact Log
ANVL keeps a record of all communications: messages, emails, calls, and meetings. This creates accountability and prevents misunderstandings. If a dispute arises, you have documentation of every interaction.
Notes and Preferences
Add notes about client preferences, communication style, or special needs. "Prefers morning calls," "wants detailed daily updates," "check twice before ordering." These notes help you provide personalized service and improve satisfaction.
Client Segmentation
Label clients by type: Residential, Commercial, Repeat Customer, VIP, etc. This helps you prioritize and organize. You can filter by segment to see all your VIP clients or identify your best repeat customers.
Follow-Up Reminders
Set reminders to follow up with clients: after project completion, before their birthday, or seasonally. For example, "Follow up with spring cleaning special" or "Check in with seasonal clients for winter maintenance." Automated reminders help you stay in touch.
Client Communication Preferences
Respect how clients prefer to communicate. Some want daily updates via text, others prefer monthly summaries via email. Store these preferences and follow them. Good communication prevents problems and builds loyalty.
Payment History
ANVL tracks all payments from each client. See which clients pay on time and which are slow. This helps you identify payment problems early and adjust payment terms if needed.
Client Reviews and Ratings
After completing a job, ask for a review. ANVL can send review requests automatically. Reviews appear on your profile and help attract new clients. Thank clients for positive reviews and address negative feedback professionally.
Building Long-Term Relationships
The best business growth comes from repeat customers and referrals. Regular communication, quality work, and personalized service build loyalty. Follow up after jobs, remember special dates, and offer loyalty discounts for repeat customers.
Exporting Client Lists
Export your client list for marketing campaigns or tax purposes. ANVL provides export options in CSV format for use in other tools.
Privacy and Data Security
Client information is stored securely. Only you and authorized team members can access client details. Clients have control over their personal information and can request deletion anytime.