How do I add a new client or multiple locations for the same client in the Cost Estimator app?
Adding multiple locations for the same client only takes a few taps.
To get started, tap Menu>Clients>+New Client
Complete all the fields on the screen, and be sure to add identifying info on the first field labeled Name so you know which location you’re selecting from the drop down menu later when assigning an estimate or invoice.
For example, you can label a client like this:
Johnson Properties – 123 Main St.
Johnson Properties – Garage at 445 Elm St.
Johnson Properties – Office at 854 Holly St.
Follow along in our tutorial below to see steps in action!