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.

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.