How do I archive or delete a client with my AI?

Tell your AI to archive or delete a client, and it makes the change under "People" and "Clients" in Projul.

Say this

Archive [Sam Rivera] in Projul.

Delete the client [Sam Rivera] from Projul, including his projects.

What happens

Archiving hides the client from your list and your AI, but keeps their projects, estimates and invoices; click "Manage archived" under "Clients" to see them, and unarchive them anytime. Deleting also removes their projects, tasks, estimates and invoices, with no undo. Your AI asks you to approve either action.

The clients list in projul under

Note: Projul refuses to delete a client with a paid invoice on file; archiving still works.

Questions? Let's Chat.
support@projul.com
(844) 776-5853