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Adding a new client
When you add a client, you will have complete control over their project: status, materials, labor, estimates, and invoices. Everything is managed quickly and easily in real-time.
Home/Features/Clients
Ways to add a client
Import it from
your contact list
Tap the plus button, choose import from your phone directory, select the client or clients of interest and you
will have them added in your client list immediately.
Add your client
manually
Tap the plus button, then choose insert manually.
You will be able to set your client's name, phone
number and email address.
How to edit
your client information
Editing a client
profile
Go to your client profile, tap the pencil button and you
will be able to edit/change your client’s name, phone
number and email address.
Now you are ready
to set your projects
Let's connect!
​Got questions or feedback? Drop us a line, and we'll get back to you ASAP!
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