How to add and manage clients
Keep every customer's contact details, sites, jobs and certificates in one place.
- STEP 01Open Clients from the top menu.
- STEP 02Tap New client and enter the company or customer name.
- STEP 03Add a contact name, email, phone and address. The email is used for confirmations, quotes and invoices.
- STEP 04Save. The client is now available in the dropdowns on jobs, certificates, quotes and invoices.
Linking certificates to a client
Every certificate form has a saved-client dropdown. Picking a client fills in their details and adds the certificate to their record and customer portal.
Sites (Pro)
Tap Sites on a client's card to see their buildings, service due dates, faults and disablements. A site added from a client's page is linked to that client automatically.
Free plan limit
Saved clients are part of the Small company and Pro plans. The Free plan only includes certificates.
Related guides
Still stuck? Message us from Company › Support chat in the app, or contact the team.