Clients

The Clients page is where you manage all your client relationships. Every project, invoice, and proposal in FlowLance is linked to a client.

Client List

The main clients page shows all your clients in a list. Each entry displays:

• Client name
• Company name (if set)
• Email address
• Phone number
• Status badge (active or inactive)

Adding a Client

Click Add Client to open the creation dialog. Fill in the details:

Field	Required	Description
Name	Yes	The client's name (person or organisation)
Company	No	Company or organisation name
Email	No	Contact email address
Phone	No	Contact phone number
Industry	No	The client's industry (used for opportunity matching)
Status	No	Active (default) or Inactive
Notes	No	Free-text notes about the client

You can also create clients inline when creating a proposal or project — look for the "+ new client" option in the client dropdown.

Bulk Delete

To delete multiple clients at once:

1. Tick the checkbox next to each client you want to remove (or use the select-all checkbox at the top)
2. A bulk action bar appears showing the count of selected clients
3. Click Delete and confirm in the dialog

Deleting a client also removes their associated projects, invoices, and proposals.

Client Detail Page

Click on a client to view their full profile. The detail page has four sections:

Overview

Stats cards at the top show:

• Total Revenue — Sum of all paid invoices for this client
• Pending Payment — Outstanding invoice amount
• Win Rate — Percentage of proposals won vs total proposals
• Active Projects — Number of in-progress projects

Below the stats is a contact info card with the client's email (as a clickable mailto link), phone (as a clickable tel link), industry, and status.

Proposals Tab

All proposals created for this client, shown as a table on desktop or cards on mobile:

• Proposal title
• Value
• Status (draft, sent, won, lost)
• Created date

Click Create Proposal to start a new proposal pre-linked to this client.

Projects Tab

All projects linked to this client, showing:

• Project name
• Budget amount
• Status
• Start date

Click any project to view its detail page.

Invoices Tab

All invoices sent to this client:

• Invoice number
• Total amount
• Status (draft, sent, paid, overdue)
• Due date

Click any invoice to view or edit it.

Editing a Client

From the client detail page, click the edit button to update any field. Changes are saved immediately.

Deleting a Client

Use the delete option from the actions menu on the detail page, or bulk delete from the list. You'll always be asked to confirm before deletion.