Adding a client

Add Client sits at the top of the client list, next to the view switch, and it is the same button in both Simple View and Table View.

Clients → list toolbar

Clicking it opens the Add Client form.

Filling it in

Most of the form is free text — the client’s name, their contact details and their address. A handful of fields are dropdowns instead, because they draw on lists you keep centrally: the client type, the industry, how they came to you, the payment terms. Those lists are yours to edit, in client settings.

Fields marked with an asterisk are mandatory and the form will not save until they are filled.

Two things are worth getting right at this point rather than later:

• The address. It is what the app turns into the latitude and longitude a fieldworker navigates to. A vague address gives you a vague pin, and the person who finds out is the engineer sitting outside the wrong building.
• The payment terms. They set the due date on every invoice you raise for this client from here on, so a client set up with the wrong terms quietly produces a run of invoices that chase at the wrong time.

Neither is permanent — both are editable later from Edit Client.

Save adds the client and confirms it. They appear in the list straight away.

What to do next

A newly added client is just a name and an address. Two things usually follow:

• Sites, if the client has more than one location. Work is booked against a site, so a client with three buildings needs three sites before you can tell their jobs apart.
• Contacts, if more than one person there can call you in — and if any of them should be able to log in and see their own jobs.

Both are added from the client’s own record. See sites and contacts.

Once the client exists, Add Under This Client in their record header creates work already attached to them, so you never have to pick the client again.

Importing instead

If you are moving from another system, you do not have to type clients in one at a time — see importing data.