In this article, you will learn how to add a new client to your Workiz account.
In Workiz, clients are required in order to create estimates, invoices, leads, and jobs. When attempting to create any of these items in Workiz, you’ll be prompted to enter client details.
Workiz will automatically indicate when you enter details already linked to an existing client, saving you time by completing the remaining client fields. If the details you enter aren’t already linked to an existing client, you can manually complete these fields to create a new client in your account.
You can also save yourself time by importing an existing list of clients. To learn more about importing a clients list, please see this article.
Creating a new client from scratch is quick and easy.
Creating a new client
From the sidebar navigation, select Create > Client
Adding client details
Complete the Client Details fields:
First Name: Enter your client’s first name
Last Name: Enter your client’s last name
Company Name: Enter your client’s company name, if applicable
Phone Number: Enter your client’s phone number
Secondary Phone: Enter your client’s secondary phone number, if applicable
Email: Enter your client’s email address
Ad Source: Choose the ad source this new client is associated with
Allow Billing: Decide whether you want to allow jobs from this client to be closed even if they have an outstanding balance and toggle the switch accordingly
Complete the Client Address fields:
Address: Enter your client’s service address
Tip: Searching for and selecting an address listed on Google Maps will allow you to automatically fill out the remaining address fields.
City: Enter the city associated with this service address
State: Enter the state associated with this service address
Zip: Enter the ZIP code associated with this service address
Select Save
You will now be able to create jobs, leads, estimates, and invoices for this client from the client page.
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