Clients
What this page is
Clients is where you manage customer/client records linked to projects and work outputs.
Who uses it
- Admin staff
- Project managers
- Supervisors handling client-linked workflows
When to use it
- When onboarding a new client
- When client contact or detail changes
- Before creating new projects tied to that client
What this page is for
Use this page to keep client details accurate so project records, reporting, and commercial documents stay consistent.
Main actions
- Create and update client records
- Manage client contact details
- Link clients to project workflows
- Review existing client information
Step-by-step (common workflow)
- Open Clients.
- Add a new client or select an existing one.
- Enter or update contact and business details.
- Save and confirm the client is available for project linking.
- Use the client record when creating/updating projects.
Connections
This page directly affects:
- Project setup and ownership
- Day works and reporting context
- Commercial and communication workflows
Common mistakes
- Using old contact details
- Creating duplicate client entries
- Misspelling client names and causing reporting mismatches
Quick tips
- Keep one clean record per client.
- Review client details before major project updates.
- Standardise naming to avoid duplicates.