Add clients and their properties

1 Add a client

1. Click Clients → New client.
2. Enter name, phone, email and billing address, then Save.
3. Add Tags and Private notes to remember how you work with them.

2 Properties

1. Open the client and click Add property.
2. Enter the address (and a name like "Rental unit") and save.

Properties show up as address suggestions on jobs, visits and estimates.