Client Management

Professional and Enterprise users can manage multiple clients, organizing rooms and documentation under distinct client profiles.

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Who Uses This Feature?

• AV Integrators: Track installations at different client sites
• Electricians & Contractors: Manage documentation for multiple jobs
• Managed Service Providers: Organize networks by client
• Property Managers: Document systems across multiple properties

Plan Requirements

Free / Personal / Power User	Not available (rooms managed directly)
Professional	Up to 10 clients
Teams	Up to 50 clients
Enterprise	Unlimited clients

Creating a Client

1. Navigate to the Clients page from the Manage menu
2. Click New Client
3. Enter the Client Name (e.g., "Smith Residence", "Acme Corp")
4. Add optional contact details and notes
5. Click Save Client

Client Notebook Pages

Each client has a dedicated notebook page for important notes:

• Alarm codes and gate access information
• Primary contact names and phone numbers
• Billing or service notes
• Special instructions or access procedures

Click the icon next to a client to open their notebook page. Link to clients from other pages using [[Client:ID]] syntax.

Assigning Rooms to Clients

When creating or editing a room:

1. Find the Client / Project dropdown
2. Select the appropriate client
3. Save the room

The room dashboard displays client names next to each room for easy filtering.

Dashboard Filtering

On the room dashboard:

• Use the client filter dropdown to view rooms for a specific client
• Switch between clients quickly without searching
• See device counts and room totals per client

Cross-Client Safety

HomeRunbook enforces strict boundaries between clients:

• Devices in Client A's rooms cannot connect to devices in Client B's rooms
• Cross-room connection menus only show rooms belonging to the same client
• Prevents accidental cross-contamination of documentation

Client Handoff

Share documentation with your clients:

1. Create public sharing links for individual rooms
2. Export PDFs with QR codes for physical handoff
3. Clients can view without creating an account

Deleting Clients

Recommendation: If you want to keep the technical data, reassign rooms to "Unassigned" or another client before deletion.