Add and update clients

A client can have several projects. Use the existing client record for repeat work so their details and documents stay together.

Add a client

1. Choose Create → Client, or open Clients and choose the add action.
2. Select Person, Company, or Government.
3. Enter the client name. Add their email and phone number if you want to contact them through Dave.
4. Add a billing address if needed. Complete the required address fields when entering an address.
5. Select Add Client.

You can also create a client when a project or request asks you to choose one.

Update an existing client

Open Clients, find the client, and open their details. Use the edit action to update the name or client information. Manage contacts and addresses from the client’s profile and save your changes.

Check the billing contact and address again when preparing an estimate or invoice. Updating a client record is not a reason to assume a document you already sent has changed.

Share documents with the client

Send an estimate or invoice from the document itself. For access to the client’s sent documents, enable and share their Client Portal. A client does not need a team seat.