3 min readUpdated July 2026

Create a client and contact

Build a clean customer record that can support quotes and jobs.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Clients and choose to add a client.
  2. Enter the trading name and core contact details.
  3. Add the primary contact and their role.
  4. Confirm billing and delivery information where relevant.
  5. Check for an existing record before saving another.

Good practice

Use one client record with multiple contacts instead of duplicate client names.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.