MODULE 03

Add and find clients

Keep one contact per client and organize their properties inside that record.

2 min read · Guides reviewed · October 2026

On this page

Create a client

In Clients, choose Add client.
Enter the name, phone, email and contact address. Use [email protected] in examples.
Review the initial rate and default crew where applicable. Save.

Use the name or address search to find a contact.
To import, download the CSV template and keep the name, phone, email, address and rate headers.
Review the import result. If an error occurred, check how many records were saved before retrying.

Tell us what you were trying to do and which message appeared. Avoid including passwords or access codes.