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How to Add a New Client

How to add a new client, set client types, and use address autocomplete.

Written by Laszlo Malinovszky

This guide shows you how to save your first client in Repair-CRM.

Add a new client

  1. Go to the Clients screen.

  2. Click the button in the top right corner to add a new client.

  3. Fill in the client's details and choose a Client type.

  4. Start typing the address. Repair-CRM autocompletes it, and you can check the location in Street View.

  5. Save the client.

Watch the video for a walkthrough of setting up client types, address autocomplete and Street View:

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