From the client list, tap on the green plus button:
- Tap on “import client info from contacts” at the top of the screen, this will pull up your contacts from your mobile address book.
- Tap on your client to automatically populate the app using details already on your mobile.
- If you need to add more information, just tap on the required field and input your information.
- 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.