Create a New Client

Create a New Client

Table of Contents

I. How to Create a New Client

- Navigation & Set-Up

- Navigation Examples

- Additional Notes

I. How to Create a New Client

Navigation & Set-Up

New Clients can be added to your SingleOps account Table of Contents from the Client module or the Job Creation page.

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
   
   - Select + Add Contact to add additional points of contact to this Client (e.g., a spouse or property manager)  
    
    
5. Select Create Client

Navigation Examples:

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.