This covers everything from entering client details and contact information to adding sites and scheduling services.
1. Click "Network"
2. Click "Clients"
3. Click "New Client"
4. Click "CREATE NEW COMPANY"
5. Enter the Client's Name
6. Enter the address under the "Search Address" field
7. Address will be automatically entered in the following fields
8. Click "CONTINUE"
9. Click the "First Name" field to enter a new Client Contact
10. Enter a "Last Name" field.
11. Enter an "Email Address"
12. Click on the "CREATE & INVITE" Button
13. Click "Save & Continue"
14. Allow your Clients to see Work Orders and Request Service
15. Allow your Clients to see Work Orders and Request Service
16. Click this button.
17. Click the "Active" tab to enter a new Site for the Client
18. Click "Add New"
19. Enter a Site Name
20. Enter the Site Address
21. Click this button.
22. Click "Scheduled Service" to go to the last page
23. You can select "No" under Scheduled Services and Continue.
*Note: You can always come back and add a new Scheduled Service to the Site.
24. Your newly added Client should be visible on the top of your Client List
