Adding a New Client

Overview

Clients are the companies or individuals you provide cleaning services to. Each client can have multiple sites (locations), contracts, and jobs associated with them.

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Step 1: Open the Add Client Form

There are two ways to add a new client:

• Click Clients in the sidebar, then click the Add Client button
• Use the quick action menu (+ icon) in the top navigation bar and select New Client

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Step 2: Enter Basic Information

Fill in the client's core details:

Field	Description
Client Name *	The company or individual's name (e.g., "ABC Corporation", "Smith Residence")
Client Type	Categorise the client: Commercial, Residential, Government, or Other

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Step 3: Add Contact Information

Enter details for your primary contact at this client:

Field	Description
Contact Name	The person you'll liaise with (e.g., "John Smith")
Email	Primary email for correspondence
Phone	Landline or main office number
Mobile	Mobile phone number for urgent contact

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Step 4: Enter Address Details

Add the client's business or billing address:

• Address Line 1 - Street address
• Address Line 2 - Suite, floor, or building name (optional)
• City - Suburb or city
• State - Select from the dropdown (NSW, VIC, QLD, etc.)
• Postal Code - Postcode

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Step 5: Configure Billing (Optional)

Set up billing preferences:

Field	Description
Billing Email	Separate email for invoices (if different from main contact)
Payment Terms	Number of days for payment (default: 30 days)

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Step 6: Add Notes (Optional)

Use the Notes field for any additional information about the client, such as:

• Special requirements or preferences
• Key account information
• Internal reminders

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Step 7: Save the Client

Click Create Client to save. You'll be taken to the client's profile where you can:

• Add sites (cleaning locations)
• Create contracts
• Schedule jobs