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Client Accounts

Clients are your customers you are providing your services to. Clients must be manually associated with a project before they may access them.

Property Description
email The client's email address. Notification emails such as task assignments will be sent to this address.
first name The client's first name. This is used to reference the client throughout the application.
last name The client's last name. This is used to reference the client throughout the application.
phone The client's phone number.
fax The client's fax number.
address The client's primary address.
address 2 The client's secondary address
city The city the client resides in.
state The state the client's city resides in.
zipcode The zipcode for the client's city.

Alternative Contacts

Store alternative contacts for the client.

Property Description
first name The alternative contacts first name.
last name The alternative contacts last name.
email The alternative contacts email address.
phone The alternative contacts phone number.
fax The alternative contacts fax number.

What if my client already has a Real Build Pro account?

Clients with an existing account do not need to create an additional account to work with you. They can view any project associated with them in their client dashboard.


Last update: September 30, 2020