Create your first client

This article explains how to create a client organisation, assign locations to it, and add a client contact.

Note

Required role: Owner or Admin

Create a client

1. Open Clients and select Add client.
2. Enter the legal organisation name in Client Name. This field is required.
3. Optionally complete Client Code, Address, Tax ID / VAT Number, Status, Notes, and the Weekend service switch. The switch allows Saturday and Sunday visits at this client's locations.
4. To assign locations, select Add Location in the Assigned Locations card, select one or more locations, and select Add selected Locations.
5. Select Create Client. The new client appears in the client list.

Leave Client Code blank to let the application generate it. If you add a logo, it must be a JPG, PNG, or WebP file up to 10 MB. The logo is uploaded after the client is created, so a failed upload does not prevent the client from being created. Reopen the client and try the upload again.

Add a client contact

Save the client before adding a contact. The Contacts section is available in the client's edit panel.

1. In Clients, select the client row to open the Edit Client panel.
2. Expand Contacts and select Add Contact.
3. Enter the contact's Contact Name, Email, and Phone. Enter the phone number in international format, such as +31612345678.
4. Select a Contact Type: Primary, Invoicing, Technical, Report, or Escalation.
5. Select Add Contact.

Update or remove a contact

1. Open the client's Edit Client panel and expand Contacts.
2. Select the contact card to open the Edit Contact panel.
3. Change the contact details and select Update Contact.
4. To remove the contact, select Delete Contact in the panel footer and confirm.

Deleting a contact is a soft delete, so references to the contact in past reports are preserved. Adding and editing client contacts is available on the web only.

Important checks

• Client Name and any Client Code you enter must be unique. A duplicate name is rejected with Client with this name already exists.
• A location with no structures cannot be assigned to a client. The rejected location is identified in the message.
• Client and contact changes cannot be made without the required permission. Users without client-edit permission cannot access the client's contacts.

Video walkthrough

1. 1Create a New Client

2. 2Add a Contact to the Client