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Help Centerβ€ΊGetting Startedβ€ΊAdding Your First Client

Adding Your First Client

Create a client record to start tracking work.

Add a Client

  1. Click Clients in the sidebar
  2. Click Add Client
  3. Enter the client's name, email, phone, and address
  4. Click Save

You can now create jobs and link them to this client.

Add Client button on clients page
clientsaddcreatefirst