Add a client

Overview

Every quote, job, and invoice is tied to a client record. Add a client up front from the Client Library, or create one inline when you start a quote for a customer who does not exist yet.

Who This Workflow Is For

The Sole Trader role.

Before You Start

Have the client’s details — name, contact name, email, phone, address.

Step-by-Step Process

1. In the left sidebar, select Clients. The Client Library opens.
2. Select Add Client.
3. Fill in the client fields:
   • Client name / business name (required).
   • Contact name (optional).
   • Email address (recommended).
   • Phone number (recommended).
   • Address (recommended).
   • Additional notes (optional).
4. Select Save.

Inline client creation while quoting

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

What Happens Next

The client is available for quotes, jobs, invoices, and scheduling. From here:

• Create and send a quote.
• Review and edit a client to update details later.
• Message a client.

Common Issues

• Duplicate client. Search the Client Library by name, email, phone, or address before creating.
• Inline client missing. Inline-created clients only become permanent records once the quote is sent.
• Wrong details on a sent quote. Edit the client record, then edit and resend the quote.

Related Guides

• Review and edit a client
• Create and send a quote
• Message a client