From the client list, tap on the green plus button:

  1. Tap on “import client info from contacts” at the top of the screen, this will pull up your contacts from your mobile address book.
  2. Tap on your client to automatically populate the app using details already on your mobile.
  3. If you need to add more information, just tap on the required field and input your information.
  4. To save your changes, tap save at the top right.

You can also add, view or edit your client details as and when you create a new invoice, new expense, time or mileage.

If you have a special time rate for your customers, simply add the client default rate to their profile.

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