---
title: Client View
description: "Client View is the workspace you land in when you open a specific client from the Client List or after you save a new client. It's where you'll spend most of your day-to-day time working with that client's quotes, orders,…"
url: "https://theasst.com/docs/client-view/"
updated: "2026-09-27"
category: Clients
---

# Client View

Client View is the workspace you land in when you open a specific client from the Client List or after you save a new client. It's where you'll spend most of your day-to-day time working with that client's quotes, orders, invoices, and more.

![Client Mode tab bar with the Client, Quotes, Sales/Service Orders, Invoices, Payments, People, Items, and Comms tabs](https://theasst.com/wp-content/uploads/2026/09/client-mode-client-tab.webp)

Every client record has the same eight tabs across the top. Click any tab to switch to it -- you'll stay on that same client the whole time.

## Client

The main tab, showing this client's core information: name, address, contact details, sales tax code, payment terms, default salesperson commission, and notes. This is also where you'll see the client's current account balance.
Click [here](https://theasst.com/docs/client-details/)to view more detailed help for the client page.

## Quotes

Quotes you've written for this client. See the Sales/Service documentation for how quotes work.

## Sales/Service Orders

Open and completed sales/service orders for this client. See the [Sales/Service documentation](https://theasst.com/docs/sales-service-overview/) for how orders work.

## Invoices

Every invoice billed to this client. See the [Sales/Service documentation](https://theasst.com/docs/sales-service-overview/) for how invoicing works.

## Payments

Payments this client has made toward their invoices. [See the Sales/Service documentation](https://theasst.com/docs/sales-service-overview/) for how client payments work.

## People

The individual contacts who work for this client. Read more in [Client People / Contacts](https://theasst.com/docs/client-people-contacts/).

## Items

Every item this client has ever purchased from you. Read more in [Client Items](https://theasst.com/docs/client-items/).

## Comms

A log of every call, email, or meeting you've had with this client. Read more in [Client Communications](https://theasst.com/docs/client-communications/).