Cost Estimator
Adding multiple locations for the same client only takes a few taps.
To get started, tap Clients icon on the lower right and then tap +New Client
Here you can tap Import from Contacts to import directly from your phone or manually input as well.
To enter manually, complete all the fields on the screen, and be sure to add identifying information 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!
The best to include this information is to ensure you’ve added your client’s info into the app. You can do this by using these steps:
- Tap Clients on the bottom tray on the home screen
- Tap the blue + New Client button on the lower right
- Enter Client details, including address
- Tap Save once completed
Once saved in the app, you’ll be able to select the Client and their corresponding information from the Client Drop-Down menu