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

Support

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

Clients

Find answers and get help from Intercom Support and Community Experts

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