Add Your First Client

Who this guide is for

Business Owners, Sole Traders, Admin, Supervisor, and Finance. Tradies and Apprentices cannot create clients — they see only the clients linked to jobs they are assigned to.

Overview

Create a client record so you can attach quotes, jobs, and invoices to it. You can also create a client inline while building a quote.

Before you start

Have the client’s name, contact name (if there is a person you deal with), email, phone, and site or billing address.

Steps

1. In the left sidebar, select Clients.
2. Select Add Client.
3. Enter the client name, contact name (optional), email, phone, and address.
4. Select Save.

Inline while building a quote

1. Start a new quote and type a client name MyApprentice does not recognise.
2. Enter the client’s email, phone, and site address on the quote.
3. Send the quote — the inline-created client becomes a permanent record in the Client Library once the quote is sent.

What happens next

The client appears in the Client Library and is available for quotes, jobs, invoices, and scheduling.

Related guides

View or Update a Client, Create and send a quote, Set up the public enquiry form.