Creating a new client

To create a new client:

  1. Go to “Clients”.
  2. Click on the “New Client” button.
    Create new client
  3. Populate the fields as needed. “Client Name” and “Email” are required.Populate the fields as needed. "Client Name" and "Email" are required.
  4. Click on the “add another contact” button to add another contact person to the client.
  5. Click on the ‘Create this Client’ button to create the client (or ‘Cancel’ to exit out of creating a client)

Tip: A client can also be created when creating a new project, invoice, or estimate.

Also, learn how to  import clients data into my Servicejoy account