3 min guideUpdated August 2026App review required

Create a client and contact

Create a clean client and contact record for quoting, jobs and billing.

Best forOwner / Admin · Sales · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Clients and choose Add Client.
  2. Enter the client Name and core contact details.
  3. Enter the primary contact name, email and phone. After saving, open Contacts to add additional contacts and their Position.
  4. Confirm the Billing Address where relevant.
  5. Save the client. SignBas3 checks for matching records and selects an existing client instead of creating a duplicate.

Good practice

Search first and keep one client record with multiple contacts instead of creating duplicate client names.

Screen reference

What you will see

SignBas3 client record with synthetic contacts and commercial history
The client record is the shared identity behind leads, quotes, jobs and invoices.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

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.