Add your clients and their sites manually using the mobile app or on desktop. You can also upload your clients and their sites using a csv file or via our Quickbooks integration.
On mobile
Head to More > Clients & Sites:
Click on the blue + New client button:
Fill in the Client name and any other relevant details. Then click Create new client:
In the Sites tab, click on the blue + New site button:
Fill in the Site name, Site address and any other relevant details and click Create new site:
You can add additional sites for this client by clicking on the blue + New site button:
On desktop
Head to Clients & Sites and click on the + New client button:
Fill in the Client name, Site name and Site address. Then click Add new client:
You can add additional sites for this client by clicking on + New site:
