Your client can be an individual or a company to whom you do business with.
The '+' icon on the bottom left corner of the screen lets you add a client in one click anywhere in the Geo console. Clicking the ‘+’ icon would show the ’Client’ icon you must choose to add a new client.
A client card opens where you scroll all the way down to fill out necessary data.
Full Name - is the name of the direct person you are doing the job for.
Company Name - is the name of the company of your client.
Email - is the email address used within Geo to send emails to clients.
Phone - can be an office landline number or a home phone number.
Mobile - is where SMS can be sent to the client from Geo.
Billing client - is the client billed for the job to whom the invoice is addressed. This can be a different third party company.
Location Address - is the address of the job where job visits are done.
Mailing Address - this is where the invoice is sent.
Note: If the Location Address and Mailing Address is similar. You can tick the box that appears beside 'Mailing address same as the location address'
Status - refer to Update Client Details and Status - Console
Code - is a numeric or alphanumeric combination that is used as a unique reference for a client. This can be manually entered, else it is auto-generated by Geo.
To save the client details, hit on '✓' on the top right corner of the screen.
Related Articles: How to Add a Client - iOS/Android App