Clients

Onboarding status and required decisions for every client.

Create client

6total clients

4need onboarding

5intakes received

Client directory

Ordered by the next action you need to take.

Owner action / Waiting on Max

Cedar & Stone Landscaping demo-cl-0003 starts May 06, 2026

OnboardingSubmitted ProfileReview needed

Action required Review profile

Website Open Metrics Health Reports

Northgate Auto Detailing demo-cl-0004 starts Jun 22, 2026

OnboardingSubmitted ProfileOfficial

Action required Approve task

Website Open Metrics Health Reports

Palmetto Pressure Washing demo-cl-0006 starts Aug 19, 2026

OnboardingNot started ProfileNot started

Action required Submit onboarding

Open Metrics Health Reports

Ridgeline Garage Doors demo-cl-0001 starts Feb 03, 2026

OnboardingSubmitted ProfileOfficial

Action required Approve task

Website Open Metrics Health Reports

Bellweather Roofing Co. demo-cl-0005 starts Jul 29, 2026

OnboardingSubmitted ProfileOfficial

No owner action Monitoring

Website Open Metrics Health Reports

Harborview Epoxy Floors demo-cl-0002 starts Mar 18, 2026

OnboardingSubmitted ProfileOfficial

No owner action Monitoring

Website Open Metrics Health Reports