Adding Your First Client

Step by step

1. 1

   Open Clients → Add new client

   From the sidebar, hit Clients then the blue button. Only the full name is required — add the rest as you learn it.

2. 2

   Add contact details

   Email and phone let you send quotes and invoices without re-typing. Add a company name for commercial clients.

3. 3

   Record where they came from

   The lead source dropdown (referral, Google, Facebook, website…) shows you which channels actually bring work.

4. 4

   Property and billing addresses

   The property address pre-fills every job and quote for this client. Billing defaults to the same address — untick to set a different one.

5. 5

   Save and see the full picture

   The client page shows lifetime value, plus every job, quote and invoice — with shortcuts to create new ones.