How do I add a client to my estimate?

Create a new estimate or select a previously created one to edit it.

iOS/Android

• Tap on Estimate
• Open the already existing one or click on the “+” button
• Under the Client section, click on “Add Client”
• Add an already added client or tap on the “+” button to add a new client
• Tapping on “+” opens up a pop-up

You can either add a client from your Address Book or create a new client.

• Tap on New Client
• Add a name or tap on “My Clients” to add from Address Book
• Fill in the required details such as Phone, Email, Company Name, Website, Business Details, Payment Terms, Tax Number, and Notes
• Enable Business Address is same as Shipping Address if both are same
• Click on Save

Web App

• Click on Estimates
• Click on “+ New Estimates”
• Click on Add Client
• Fill in the required details such as Phone, Email, Company Name, Website, Business Details, Payment Terms, Tax Number, and Notes
• Enable Business Address is same as Shipping Address if both are same
• Click on Save

That’s how you save the client and add the rest of the information in the estimate and save it.