The Client Workspace

The single-client view is the day-to-day workspace for everything that touches one client. Every project, ticket, contract, resource, and so on appears in a tab inside this one page — no jumping between sections.

Opening the Workspace

From the Clients page, click any client card (Grid view) or row (List view). You land at /client/<slug>/.

You can also navigate directly via:

• Compose Message → recipient picker
• Project workspace → "Company" link in the toolbar
• Any "View Client" link in the portal

The Header

The workspace header shows:

Logo + Name

• The client logo (if uploaded)
• The client name as the page title — click to edit inline (admin/editor)
• A status badge next to the name

Action menu

A three-dot menu top-right with admin actions:

• Edit Client — opens the Settings tab in edit mode
• Compose Message — open the compose-message modal for this client
• Archive Client — archive (soft-delete) the client
• Delete Client — permanent delete (admin only, requires confirmation)

Quick stats

Inline counters showing:

• Contacts — how many users are assigned
• Locations — physical sites (if Locations is enabled)
• Projects — count of active projects
• Tickets — count of open tickets
• Last login — most recent contact login across all client users

The Tab System

The workspace shows a horizontal tab row. Each tab loads its content in-place — no page reload between tabs.

The tabs that appear depend on which features are enabled portal-wide. Features are toggled in Settings → Core Features.

Tab	Always shown	Requires
Contacts	Yes	—
Locations	No	locations feature on
Assets	No	assets feature on
Resources	No	resources feature on
Projects	No	projects feature on
Tickets	No	tickets feature on
Invoices	No	invoices feature on
Contracts	No	contracts feature on
Settings	Yes	—

If a feature is off portal-wide, its tab simply doesn't appear in the workspace.

Always-Visible Tabs

Contacts (default tab)

The user-management interface for this client — see the dedicated Contacts & Billing page.

The Contacts tab is the default landing tab when you open a client. It's a Vue.js app with two sub-tabs:

• Client Users — the contacts assigned to this client
• Account Managers — internal team members responsible for the client

Settings (gear icon)

The configuration tab for the client itself — see Managing & Permissions. Always at the far-right of the tab row, represented by a gear icon (no label).

Settings includes:

• Basic Information (name, logo, description)
• Billing Contact selection
• Address Information (multiple addresses with billing flag)
• Status and category management

Feature-Gated Tabs

These tabs appear only when their parent feature is enabled:

Locations

Lists physical sites for this client. Each location card shows:

• Location name
• Address summary
• Tags / labels
• Contact info if set

Click a location to drill into its full record.

Assets

Lists equipment, hardware, or any inventory tracked per-client. Card grid with type, status, and last-service date.

Resources

The client's resource library — both folders the client has access to and resources directly assigned to them. Same UI as the main Resources page but pre-filtered to this client.

Projects

A summary table of every project owned by this client:

• Project number
• Project name
• Category
• Status (with color badge)
• Last modified
• Active link to the project workspace

Tickets

A summary table of every ticket filed for this client:

• Ticket reference
• Subject
• Status
• Priority
• Last updated
• Active link to the ticket

Invoices

The client's invoice history (if invoices are enabled):

• Invoice number
• Date
• Amount
• Status (Paid / Sent / Overdue / Draft)
• Download link to the invoice PDF

Contracts

The client's contract history. Includes one row per:

• Contract directly assigned to this client (the_client field matches)
• Contract submission where any signer is a user from this client

Pending contracts show a yellow badge in the tab label so you spot them quickly.

Tab Badges

Some tabs include count badges in their label:

Tab	Badge shows
Projects	Total count of projects for this client
Tickets	Total count of tickets
Invoices	Total count of invoices
Contracts	Pending contract count (only when > 0, in yellow)

Badges update on tab content load — switch back to the workspace after creating a new project and the count refreshes.

Tab Persistence

The active tab persists in the URL via the hash (#tab_projects, #tab_tickets, etc.). This means:

• Bookmark a specific tab to return directly to it
• Share a URL with a colleague that lands them on the same tab you're on
• Refresh the page and stay on the same tab

The default tab on first visit is always Contacts.

Quick Actions

Most tabs include action buttons specific to that view:

Tab	Quick actions
Contacts	Add Contact, Add Account Manager, Send Invites, Import
Projects	Create Project (jumps to the new-project modal pre-scoped to this client)
Tickets	(no create — tickets are filed by client users via the portal)
Resources	Add Folder for Client, Upload Resource
Contracts	Send from Template (pre-scoped to this client)
Invoices	Create Invoice (if invoices feature includes draft creation)
Settings	Save Changes

These actions are pre-scoped to the current client, so you skip the client-picker step you'd see if you started from the global feature page.