Clients & getting work done

Capture a client and start work

Reviewed: 2026-10-15

Correct signed-in business; minimum necessary contact information. Use the controls available to your role and account; this guide does not perform the task.

Step-by-step guide

1. Search CRM for an existing person or company.
2. Open the existing record or add the reviewed contact details.
3. Review captured document or photo information before accepting it.
4. Choose the relevant service and create the applicable appointment, project, case or work record.
5. Record the agreed next task, due date and responsible team member.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.