Create New Client

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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.

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