Maintaining your client base and client-related data is crucial to your business operations. These steps relate to the mobile platform only.
Select the "More" tab at the bottom navigation and select "Clients".
Select the Client you wish to edit from your list.
Edit your Client's details as needed. The only required fields are Business Name for a Business type, and Primary Contact details for an Individual client type.
Assigning Jobs to Team Members
Creating a Client on Mobile
Adding Jobs to Clients
Assigning Team Members to Clients.
We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via email@example.com