Jetbuilt

How to add new clients so that you can track them and create projects for them.

How to Add New Clients

How to add multiple contacts into a Client with their individual contact information.

How to Add Contacts to My Clients

How to import a list of clients from a spreadsheet

How to Bulk Upload Clients

How to change a client's address, phone number, website, contacts, etc.

How to Edit Client Information

How to assign a default currency to a client

Setting a Client Currency

Notify your team if a client is overdue on their payments

Client Delinquent Status

When your client's billing address and project address are different, here's how to handle it.

How to Set a Separate Project Site Address and Billing Address

This shows you how to see the potential project totals for any given client.

How to See the Pipeline for a Client

Keep track of clients, locations, and contacts by breaking them down into Sub-Clients.

Sub-Clients

Deleting a Client

Create customized fields to add/track more types of data for your clients

Client Custom Fields

Support

How to create and manage your clients. Can't find an answer? Click the chat in the bottom right.

Clients

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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