Adding Your First Client
Clients are the companies or individuals you do work for. Every project must be associated with a client.
Adding a New Client
Step 1: Navigate to Clients
- Click Clients in the navigation menu
- Click Add Client
Step 2: Enter Client Information
Company Details
- Company Name: The client's business name
- Contact Name: Primary contact person
- Email: Contact email address
- Phone: Contact phone number
Address Information
- Street Address: Billing address line 1
- City, State, ZIP: Complete address
- Country (optional)
Additional Information
- Website (optional): Client's website
- Notes: Any special billing terms, preferences, or important information
Step 3: Save
Click Save to create the client.
Example Client Setup
Company Name: ABC General Contractors
Contact Name: Jane Smith
Email: [email protected]
Phone: (555) 123-4567
Address: 456 Commerce Drive
City: Portland
State: Oregon
ZIP: 97201
Notes: Net 30 payment terms. Send invoices to [email protected]
Managing Clients
After adding a client, you can:
- View all projects for this client
- See billing history
- Update contact information
- Add notes and documents
Client Status
Keep your client list clean by marking inactive clients:
- Active: Currently doing business with
- Inactive: No longer active, but keep for historical records
Next Steps
With your client added:
- Create Your First Project for this client
- Assign employees to work on the project
- Start tracking time and costs