Clients

Clients are the customers your team creates tickets for. Each client has a profile, contact details, ticket history, and optionally a portal account to view and respond to their own tickets.

Creating a client

Go to Clients and click New Client. The name or company is required; all other fields are optional.

Field	Description
Name	Individual first and last name, or leave blank if a company name is used
Company	Business or organization name. Shown in the Clients list and on quotes and invoices
Email	Primary contact email. Used for ticket notifications and portal access
Phone	Contact phone number
Address	Physical or service address. Displayed on quotes and used for mileage calculations on tickets
ISP / Connection	Internet provider name, connection type (cable, fiber, DSL, satellite, cellular), and speed. Shown on the network map WAN node
Notes	Internal notes about this client. Not visible to the client
Photo	Profile photo or company logo. Shown in the client list and ticket sidebar

Clients list

The Clients page shows all your clients in a sortable, searchable table. Columns include name, company, email, phone, number of tickets, and the date the client was added. Click any column header to sort by that field. The Company column is useful for MSPs managing multiple businesses. Use the search bar to find a client by name, company, email, or phone.

Clients created from email

When an email is sent to your tenant's inbound address and no client exists with that sender's email, Servelo creates a client record automatically using the sender's name and email. The created ticket is linked to this new client. See Email Integration.

Contacts

Each client can have multiple individual contacts. Contacts represent the specific people at a company: the office manager, the IT coordinator, the employee who uses a particular device. They live separately from the main client record and are most useful for business clients with multiple staff members.

Open a client and scroll to the Contacts section to add or manage contacts. Each contact can have a name, email, phone, role (e.g. "Office Manager"), and internal notes. One contact can be marked as the Primary contact per client.

Contacts can be assigned to individual assets, so you always know which employee is responsible for which device. A contact assigned to an asset appears in that device's tooltip on the network map.

Assets and Network Map

Every client profile includes an Assets section tracking all the devices at that site. Assets are displayed as icon cards showing the device type, name, make and model, status, and warranty. Above the cards, an interactive Network Map appears automatically when a client has two or more assets, showing how everything connects from the internet down to individual peripherals.

From the asset toolbar you can email the asset inventory (with a PDF attachment) or export directly to PDF. See Assets & Network Map for full documentation.

Ticket history

The client detail page shows all tickets for that client, including closed ones, with their status, charge, and date. Click Export above the ticket list to download a PDF of all tickets for that client.

Portal access

Any client with an email address can access the Customer Portal. They sign in using a magic link sent to their email and see all tickets linked to their client record. No account creation or Servelo login is needed.

Exporting clients

Click Export CSV on the Clients page to download your full client list. The export includes name, company, email, phone, address, and creation date.

Who can do what

Action	Admin	Technician	Viewer
Create / edit client	Yes	Yes	No
Delete client	Yes	No	No
View clients	Yes	Yes	Yes
Add / edit / delete contacts	Yes	Yes	No