Client Management

Keep all your client information, documents, and project details organized in one place. 

Rovuk’s Client Management module helps you centralize client data, track communications, and manage project-specific documents with ease. By combining project insights with financial records, Rovuk ensures that every client interaction is documented and accessible to your team. 

Client Management
Client Details & Contact Information : 
  • Store client details including company name, address, and contact information.
  • Maintain client status, cost codes, and payment terms in one profile. 
  • Ensure quick access to essential contact details for your team. 
Key Client Management Features  : 

Client Daily Report 

  • Capture and store daily activity reports specific to each client.
  • Improve visibility into project progress, delays, and updates. 
  • Share reports with clients for transparency and trust. 
     
Key Client Management Features : 

Client Estimates 

  • Generate and manage cost estimates linked to clients. 
  • Track revisions and maintain a history of submitted estimates. 
  • Streamline approvals by keeping financials connected to client records.
     
Key Client Management Features : 

Client Blueprint 

  • Upload, view, and manage project blueprints directly in Rovuk.
  • Keep construction drawings and updates organized. 
  • Ensure all team members and clients have access to the latest plans.
     
Key Client Management Features : 

Client Invoice 

  • Generate and manage invoices directly from Rovuk.
  • Track billing history and client payments. 
  • Keep financial transactions linked to client profiles. 
     
Client Contact : 
  • Manage all client contacts in one place .
  • Keep a record of decision-makers, project managers, and site contacts . 
  • Enable smooth communication between office and field teams .
Configuration Notes : 
  • Add internal notes for setup, preferences, or project-specific requirements. 
  • Keep important client instructions documented for future reference.
  • Ensure configuration details are never lost or overlooked. 
Client Documents : 
  • Centralize project-related documents for each client. 
  • Store contracts, permits, compliance forms, and more.
  • Annotate and share files with team members or clients. 
Client Project : 
  • Associate client details with specific projects.
  • Track deliverables, progress, and milestones per project.
  • Maintain a clear client-to-project relationship for accountability.
Client Notes : 
  • Record notes from meetings, calls, or site visits.
  • Keep all communication history in one accessible location.
  • Ensure context is never lost when working with clients. 
Client Attachments : 
  • Upload and store additional attachments like photos, videos, or external files.
  • Keep supporting documentation tied to the client’s record.
  • Provide a full, organized view of client interactions and assets. 

Rovuk Client Management gives your team everything needed to build stronger client relationships, improve project visibility, and streamline communication—all in one platform.