Workiz keeps track of your clients for you. Every time you add a new job the application creates a new client for you (unless assigned to an existing one).
The clients can be searched or accessed by navigating to “Clients” from the left navigation.
To add a new client regardless of a job in the clients page, click the “Add client” button on the top right.
Next you will need to fill out the clients information.
- First Name
- Last Name
- Email Address
- Phone number
- Additional Phone
- Notes – Any notes about this client for future reference.
- Allow billing – Do you allow closing jobs with a due balance for this client?
When done click “Create Client”.
Now when you add a new job, Workiz will pick up on this client in the client auto search so you may assign the job to this client.
Read more about Clients.