Add a client to a project
Attach your client's name and contact details so quotes, balances, and statements are addressed to them.
A client belongs to a project — there's no separate client list. You can add them while creating the project, or any time after.
On an existing project
- 1Open the project.
- 2In the Customer card, tap Add customer.
- 3Enter the Full name, and optionally phone and email.
- 4Save. Tap the pencil to edit the details later.
The project rail calls this the Customer; the create-project dialog calls it the client — they're the same person on the job.