A client refers to an organization to which field services are provided. With easy field services’ client dashboard, field service business owners can create and manage different clients under a single dashboard with all necessary client information. Follow the below step to create a new client.
Step 1: Locate the create button in a client drop-down and select create
Step 2: Enter all necessary client information such as Business name, Reg No, Email and Phone Number
Step 3: Input additional information such as First name, Last name, Location, City, and Zip code of a client
Step 4: Review every information and click submit to create a new client
Step 5: Once created a client monitor all your client under a list menu
Step 6: Select view icon under the client list to manage your clients
Step 7: Navigate to the pencil icon on a client list page to edit client details and click update.