How to create a new client record

Clients are the foundation of ClientWide, All actions that can be performed such as assigning jobs, estimates or invoices first require a client. Luckily creating a new client is really easy.

Once logged in, navigate to Clients and click on the "Add New Client" button located at the top right of the page.

This will take you to the Create Client Page. Within here you will see a form where you can enter your client details. Please note that:

  • Name / Business Name
  • Email
  • Main Currency

Are all required fields, the rest are optional and you don't need to fill these in. However if you do add some address details they will show on any estimates or invoices you create.

How to create a new client.

Once you've added your client details, click the Create Client button at the bottom of the form. If there are any errors with the data you have supplied, the fields and their respective error messages will be show.

On success you will be redirect back to the client listing page, where you can view all of your clients.