When you press New on the Clients page, you choose what kind of record it is:
- Lead: someone who might hire you. They go on the Leads board until you win or lose them.
- Client: someone you already work for. They skip the board.
- Contact: a sub, supplier or referral partner. They sit on the Contacts tab and become a client when you schedule them a job.
Add as much as you know: name, phone, email, service addresses, and extra people (a spouse or property manager). Standing at the property? Use my location next to Address fills the street, city, state and ZIP from your phone's GPS. Press Save.
From a client's page, the create menu starts anything for them: a request, appointment, quote, agreement, job, invoice or payment. On your phone the + button offers client, lead, request, appointment, quote, job, call, message and invoice; estimate tools, agreements and payments are desk work and live on the desktop menu. You'll also find their pipeline card, client portal link, saved cards and custom fields there.