Help Center
Clients
Your customer list: add, import, organize, archive.
- Add a client, lead or contactThe difference between the three, and how to add each one.
- Import your clients from a spreadsheetBring your list over from Jobber, Housecall Pro or any CSV, and undo it if something looks wrong.
- Archive or delete a clientWhy WorkBench asks you to archive clients with history instead of deleting them.
- Export your clientsDownload your whole client list as a CSV.
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