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How do I create a client?

Admins can create new clients from Clients, or during the Job creation process.

Clients

From Clients, select Create a Client.

Fill out the Client Record, and select Save.

*Note: You must fill out all fields marked with an asterisk before saving.

Clients that are saved will appear on the Client List.

Job Creation

From Jobs, select Create a Job.

Select the Search for Client field, and select Create a Client.

Fill out the Client Record, and select Save.

*Note: You must fill out all fields marked with an asterisk before saving. 

Client details will appear on the Create a Job window, allowing you to finish and create your Job.

Learn more about Jobs.

 

 

 

 

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