Managing Clients

Clients represent the organizations you perform fire risk assessments for. Each client can have multiple premises (buildings) associated with them.

Viewing Clients

Navigate to Clients in the sidebar to see all your clients. The list shows:

• Client name
• Contact information
• Number of associated premises
• Number of assessments

Use the search bar to quickly find a specific client.

Adding a New Client

1. Click the New Client button
2. Fill in the client details:
   • Name — The organization or individual's name
   • Contact Name — Primary point of contact
   • Email — Contact email address
   • Phone — Contact phone number
   • Address — Client's business address
3. Click Save to create the client

Editing a Client

1. Click on a client to view their details
2. Click the Edit button
3. Update the necessary fields
4. Click Save to apply changes

Client Details Page

The client details page shows:

• Full client information
• List of all premises belonging to this client
• Recent assessments for this client

From here you can:

• Add a new premise for this client
• Start a new assessment
• Edit client details

Best Practices

• Keep client contact information up to date
• Use consistent naming conventions for easy searching
• Add all relevant premises before starting assessments