Your People
A client's profile
A client's profile is where the whole relationship lives — every interaction, the open tasks, and the report you'll send the property owner, all in one place.
7 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
What shows up in the Timeline?+
Every interaction and open task linked to this client, newest first. Filter to just logs or just tasks with the pills, and expand a row to read the full note.
How do I assign a task or interaction to a client?+
Open the task and tick the client in the Clients checklist; interactions are tagged to the client when you log them. Anything tagged to the client is what the report draws on.
How does the report get built?+
Pick a date range and generate — Your RepBud drafts the report from the interactions and tasks tagged to this client in that window, ready to export as PDF or Word. It's there to assist your reporting, not replace your judgement.
Can I share a live view with the property owner?+
Yes — use "Share dashboard" on the profile to invite them to a read-only dashboard of the activity for this client.
RepBud is designed to assist, not replace, your professional judgement.