1.03 Setting Up a Client

Clients are your customers’ accounts.

Note, this step is not to be confused with setting up User profiles for individual people who are your Clients.

Click on Profile Set Up/Clients

Click the + NEW button on the right hand side of the top menu.

Add an ID – This is a shortcut version of the next field “Name”. The Site Name represents the physical location, as it is best known by you and all of your Resources.

Name – This is the official Name of the Site

Phone/Email – their on-site phone number

Website

Business Number – their taxation or registered number

Main contact – You will need to set up a User profile for a Client in order to select from the drop down options.

Quote recipient – as per above step

Address – Add Business, Billing, Postal or Other addresses

Click SAVE in the right hand top menu

If your Client has several Sites, repeat these steps until you’ve entered all Sites with current projects that you would like to enter within your new Drive platform.

To populate the Advanced tabs in Client, visit later Tutorials.