Your clients are the individuals or a companies with whom you do business. 

The '+' icon on the bottom left corner of the screen lets you add a client in one click anywhere in the Geo console. 

This will open a new client card, simply scroll down to fill out necessary data. You must assign a first, last or company name to a new client in order to add them into the system. Adding additional client information will then allow you to get extra functionality out of Geo.

First/Last Name - is the personal name of the client 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. You can add up to 10 email addresses for a single client.

Phone - can be an office landline number or a home phone number.

Mobile - is where SMS can be sent to the client from Geo.

Fax - is the fax number of the client.

Website - if the client has a website address this information can be included here.

Business Type/Lead Source - these fields can be used to give additional information on the client regarding their business and/or how they became your client.

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 default job address that will be supplied when a new job is created for the client.

Mailing Address - this is where the invoice is sent.
Note: 'Mailing address same as location address' is ticked on by default. If the Location Address and Mailing Address differ, you can un-tick the box to add in the required information. 

Status - by default new clients will be 'Active', for more information 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

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