How to add a client

Companies are your clients, and everything in CertFlow hangs off them: a client owns sites, and sites hold the assets you inspect. Adding one takes a handful of fields.

1. 1

   Open Companies and click New Company

   In the left sidebar, under Compliance, open Companies, then click New Company at the top right.

   

2. 2

   Enter the client details

   Give the company a name (the only required field), then add a main contact, phone and email so they are one tap away from any job.

   

3. 3

   Add the address and any notes

   Add the address and any notes about the account. You can add as many sites to this client as you need afterwards.

   

4. 4

   Save

   Click Save. The client appears in your Companies list, ready for you to add their sites.