Add a New Client

From the Clients Tab

1. Go to the Clients tab
2. Tap the + button
3. Fill in client details:

- First Name and Last Name (required)

- Phone: for SMS communication

- Email: for invoices and quotes

- Address: service location

1. Tap Save

From a New Job

When creating a job, you can add a new client inline without leaving the job creation flow.

Client Tags

Add tags to organize clients: "fleet", "regular", "commercial", etc. Use tags to filter your client list.