🧭 Managing Client Requests in Your Team

Keeping track of client requests is simple with Client Hub — no matter how they come in. Whether a client sends a message from the Client Hub mobile app 📱 or replies to one of your emails ✉️, every request can be easily captured, assigned, and tracked through to completion.

💬 How Requests Come In

Client requests can start in two ways:

• Messages — Clients can send messages directly from the Client Hub mobile or web app.
• Emails — When clients reply to a notification email or send a message to your Client Hub address, it appears in your Messages view.

Either way, all incoming communication shows up in one place so nothing slips through the cracks.

🗂 Turning Requests Into Action

Once you receive a client request, you can manage it in one of two ways:

• Pin for a quick task 🔖 — Use a Pin when the client’s request is simple and can be handled quickly. Pins are great for reminders, quick follow-ups, or small updates.
• Create a Job for an ongoing task 📋 — If the request requires multiple steps or collaboration with your team, create a Job. Jobs help you track progress, assign tasks, and ensure the work is completed efficiently. You can create a Job directly from a client’s message so the context stays connected.

🔁 Tracking and Following Up

All your Pins and Jobs appear in Client Hub, making it easy to:

• See what’s been assigned
• Track due dates and priorities
• Follow up with clients directly from their message thread

This keeps your entire team aligned and ensures client requests are handled promptly and professionally.