Open the Clients tab (bottom right on mobile, left panel on desktop).

Click the plus (+) icon to create a new client.

Enter the client's name, email, phone number, and address.

Save the client.

To add from your phone book, click plus (+), then the contact book icon, and select a contact.

Assign clients to estimates by navigating to the estimate, tapping proposal, and selecting the client.

Edit client information by selecting the client, clicking the three-dot menu, and choosing edit.