How to Create a New Client

New Clients can be added to your SingleOps account from the Client module or the Job creation page. Follow the steps below to add a new Client:

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  1. Navigate to Clients > New Client or select Add New Customer on the Job creation page

  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 

 

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

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  • 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. Screen_Shot_2021-07-02_at_10.38.38_AM.png
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