Help Centre / Clients / Adding a client

Adding a client

Save a customer's contact and address details so you can quote, invoice and schedule for them.

A client is anyone you do work for. Once they are saved you can pull them into quotes, invoices and appointments without retyping their details.

  1. Open the Clients tab from the bottom navigation.
  2. Tap Add Client (the + button in the top right).
  3. Enter the First Name and Last Name, or a Company Name — you need at least one of these.
  4. Add their Email and Phone if you have them.
  5. Start typing the address and pick it from the suggestions to fill in the street, suburb, state and postcode.
  6. Add anything worth remembering in Notes.
  7. Tap Add Client to save.
The New Client form showing First Name, Last Name, Company Name, Email and Phone fields

You don't need every field — a name is enough to get started, and you can fill in the rest later by editing the client.

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