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How Do I Add or Edit Clients?
How Do I Add or Edit Clients?

Save repeat client information easily.

Handoff Support avatar
Written by Handoff Support
Updated over 3 months ago

Video Guide

How to Add and Create Clients

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

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

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

  4. Save the client.

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

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

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

That's all you need to know. Thanks!

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