Add clients and their properties
Contact details, tags, notes and service addresses.
What it is
A client is the person or company who pays. Properties are the addresses where you work for them, so a landlord can have many properties, each with its own resident.
1 Add a client
- Click Clients → New client.
- Enter name, phone, email and billing address, then Save.
- Add Tags and Private notes to remember how you work with them.
2 Properties
- Open the client and click Add property.
- Enter the address (and a name like "Rental unit") and save.
Properties show up as address suggestions on jobs, visits and estimates.
Common questions
Can I import my clients?
Yes. Coming from Joist? Use Settings → Import from Joist. For iPhone contacts, use Import residents on a client.
Related guides
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