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Clients
14 articles
How to add new clients in Workiz
Tracking finances from the Clients page
Adding multiple properties for one client
How to merge duplicate clients
Managing client information
How to create and use client tags
Changing a client's billing address
Setting a client's due balance to only include invoice-related balances
Understanding and assigning parent clients
Managing sub-clients
Collecting client signatures
Importing Your Clients to Workiz
Managing your client's service & billing address
Deleting a client