Add and manage clients
Updated September 5, 2026
On this page
A client is the company or person you work for on a job. Link them on the project so reports and the team share the same contact.
On the web
1
In the sidebar, open Clients.
2
Select Create. Search by Name, Company, Email, or Phone if the client already exists.
3
In New client, enter a Name, then save. Company, email, phone, and address are optional.
In the app
1
Open Clients. Search, then tap Create new client.
2
Enter the Name and tap Save. You can link this client when you create or edit a project.
Tips
- Name is required. Company, email, phone, and address are optional.
- You can also create a client while creating a project (Client → Create new client).
- Related: Create your first project.
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