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Manage your client database in ServiceM8. These articles cover adding contacts, updating client details, handling duplicates, and viewing job history for individual clients.

Client card overview

How do I add a contact to a client online?

How to view personal information relating to a particular client

How to update a client's details

How to delete a client record

How to fix a duplicate client

How do I manage customers with multiple locations?

How can I view the job history for a client?

How to edit the order of client first & last names

Last modified on February 10, 2026