Create a New Client

Create a New Client

1. Navigate to:   Clients > New Client or select Add New Customer while creating a new job

2. Complete the Client’s General info:

• The only required field is Display Name, which will auto populate based on data entered in the First & Last Name fields.
• It is best practice to provide an email address & mobile phone number for each Client, if available. Filling in these fields will allow you to communicate with your customers using your account's Email & Text Messaging features. 

3. Select the Advanced tab & complete the fields, as needed:

• Default Terms are only needed if the individual Client has different Terms that will need to override the Account’s Default Terms set on the Company Information page.
• You can find more information on Customer Types here.
• You can find more information on creating a Client Notice here.
• Tags used on the Client level set default Tags on every Job created for this Client. 

4. Navigate to the Contacts tab

5. Select + Add Contact to add additional points of contact to this Client (e.g., a spouse or property manager) for more information on adding a Custom Contact Type click here.

6. Select Create Client

Additional Notes

• SingleOps does not support duplicate Client Names 
  
• A Client can only have one Billing Address
  
• Adjust the setting below to support the organization of Clients by Last Name, First Name

• By default, New Clients that are added to SingleOps will sync to Quickbooks with the Client’s first SingleOps Invoice unless the setting below is turned off.