Clients
Clients at /app/clients/ are the customer records used across installations and reports. Keep this data accurate so field forms pre-fill the right client name, email, and tax ID.
SaaS Clients use the same underlying contact model as the ERP Contacts module, but the SaaS UI is simplified for field teams — no bulk merge or import/export in the mobile app.
How clients connect
| Linked to | Why it matters |
|---|---|
| Installations | Every site belongs to a client |
| Reports | Client name and NIF appear on signed PDFs |
| Quotations | Sales proposals reference the same client record |
Client List
Browse and search the client directory. The list supports free-text search across name, email, phone, and city.
Screenshot Placeholder — Clients List
Replace with /app/clients/ list or card view with search bar.
List features
- Search by name, email, phone, or city
- Filter active vs archived clients
- Tap a card to open the client detail form
Create / Edit Client
Add or update client records with the fields needed for reporting and invoicing.
| Field | Notes |
|---|---|
| name | Display name on reports and installations |
| email / phone | Contact details for delivery and communication |
| nif | Tax identifier (appears on PDF reports) |
| address | Postal address fields |
| contact_type | Person, company, billing, delivery, etc. |
Screenshot Placeholder — Client Form
Replace with the SaaS client create/edit form.
Contact Types
Each client has a contact type that indicates its role in your address book.
| Type | Typical use |
|---|---|
| Person | Individual contact |
| Company | Business entity — main client record |
| Billing | Invoice recipient |
| Delivery | Delivery or site contact |
| Other | Custom classification |
For SCIE reporting, link installations to the company client that owns the site. Person contacts can be used for on-site representatives.
Archive
Inactive clients can be archived to hide them from default lists while preserving history on past installations and reports.
1
Archive a client
Open the client form and use the archive action from the options menu.
2
View archived
Switch the list filter to show archived records when you need to review historical data.
Archived clients remain linked to existing installations and reports. Archiving does not delete data.