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Creating a Client on Mobile

Overview

Clients are the life blood of any business! To build your client structure in your JCards account, always start by creating a client. These steps apply to the mobile app only.

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Steps

In the mobile app, Select the β€œMore” tab on the bottom navigation bar and select β€œClients”.

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Select the β€œ+” symbol on the top right corner to create a new Client profile.

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Select the client type using the Business or Individual toggler. In this example we will use Business. 

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Add a logo or graphic to represent the client either by taking a photo, uploading a photo or uploading an image of the company logo.

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In the case of a Business client, insert the business name, e.g. "Intent Building Contracting".

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Add your Client's address into the Address field. This will locate the specified address on Google Maps.

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Add other information such as Primary Contact details and Notes at any time.

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Select "Create Business" and it will appear on your Clients list.

You have successfully created your first Client.

Next

Creating a Job on Mobile

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Inviting Team Members on Mobile

We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via support@jcards.com.au