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Client management

Client records with multiple addresses and contacts. Complete history of all services, GPS coordinates, and fast search. Import of existing data available on request.

Deratix Client management — desktop application screenshot showing the feature in action
Deratix Client management — mobile app view with touch-optimized interface

Features

Complete Client Records

Contact details, company ID, billing information and history of all interventions in one place

Multiple Sites per Client

Any number of addresses with their own contact persons, GPS coordinates and history

GPS Coordinates & Search

Quick search by name, city, email or tag

Floor & Apartment in Addresses

Enter floor and apartment number for each address — automatically displayed in protocols, PDFs and emails

Simplified Client Creation

Quick mode for one-time clients — just name and address, other details are optional

Import Existing Clients

Import from Excel or CSV, including address geocoding

Real-world examples

Complete client records

Every client has their own card with contact details, company registration number, billing information and a history of all completed services. Search is fast — by name, city, email or tag.

Multiple sites per client

Restaurant chains, production facilities with multiple halls, companies with branches — one client can have any number of addresses. Each address has its own contact person, phone number and GPS coordinates.

Fast start for a new protocol

When creating a protocol you select the client and address — contact details fill in automatically. Nothing to copy, just a few clicks and you can focus on the service itself.

  • Import existing clients from Excel or CSV
  • GPS coordinates for each address
  • Complete service history in one place
  • Invite client to the client portal

Blog

Protocols can be corrected, reviewed, and revised — anytime after submission
New features
v0.60.0

Protocols can be corrected, reviewed, and revised — anytime after submission

A submitted protocol doesn't have to be final. A manager can reopen it, return it to the technician for corrections, or review it before it reaches the client. Each of these options can be enabled based on what the company actually needs.

March 27, 2026 6 min
Client import with preview before transfer
New features
v0.59.0

Client import with preview before transfer

Importing clients from a file helps you migrate your database without manual retyping, with a preview before import and careful matching of existing clients.

February 22, 2026 5 min
Client portal for protocols, documents, and service locations
New features
v0.58.0 v0.44.0 +2 more

Client portal for protocols, documents, and service locations

Protocols, documents, service locations, and basic client information are all available in one place after logging in. Your office no longer needs to repeatedly track down the same attachments or manage shared access outside the system.

February 10, 2026 7 min
Nearby clients based on your current location
New features
v0.51.0

Nearby clients based on your current location

When a technician arrives on site, Deratix uses GPS to suggest nearby locations and shortens the path from arrival to creating a protocol.

January 9, 2026 4 min
A digital protocol for the entire service intervention
New features
v0.51.0 v0.58.3 +1 more

A digital protocol for the entire service intervention

Client, site, materials used, photo documentation, signatures, and final delivery all stay in a single record. Technicians no longer need to piece together the result from notes, attachments, and manually tracked data.

January 9, 2026 7 min
Site-level contacts separated from company contact
New features
v0.49.0 v0.58.0

Site-level contacts separated from company contact

Each site can have its own contact person, phone number, email, and supporting documents. The result is fewer mistakes during service visits and fewer protocols sent to the wrong address.

January 3, 2026 4 min

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