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 import a list of clients from a spreadsheet

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

How to assign a default currency to a client

Notify your team if a client is overdue on their payments

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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