Video Guide
How to Add and Create Clients
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.
That's all you need to know. Thanks!