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.
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