How to Add a Client to Your WindSketch Account
Join the WindSketch community today and revolutionize the way you manage your window and door installation projects! Learn how to easily create an account with our step-by-step guide.
Adding clients to your WindSketch account is an essential step in streamlining your project management and ensuring all your projects are neatly organized with their respective clients. Follow this simple guide to add a client to your account, making it easier to assign them to projects and keep your operations running smoothly.
Step 1: Navigate to Clients Menu
After logging into your WindSketch account, locate the "Clients" option, which is situated just below the "Projects" section in the left-hand menu. This section is designed to manage all your client-related information.
Step 2: Add a New Client
In the "Clients" area, look for the "+Client" button located in the upper right corner of the interface. Clicking this button will bring up the client information form, where you'll enter details about your new client.
Step 3: Fill in Client Details
A form will appear, prompting you to enter your client's information. This will typically include details such as the client's name, contact information, address, and any other relevant data that WindSketch allows you to capture. Take a moment to fill in all the necessary fields accurately to ensure your client's information is correctly recorded in the system.
Step 4: Save the Client Information
Once you have completed the form with your client's details, click the "Accept" button to save this information. This action will officially add the client to your WindSketch account.
Step 5: Assign Clients to Projects
With your client now added, you can easily view them under the "Clients" menu. More importantly, this client will be available in the clients' tab within the project cards. This feature allows you to assign your newly added client to any of your projects, facilitating better project management and client tracking.
