How to Create a New Client
Learn how to set up client profiles, manage multiple properties, and configure automated reminders.
Getting Started
You can create a new client in two ways:
- Go to the Clients tab and click the New Client button.
- Click the Quick Create button in the menu bar and select New Client.
Client Details
Primary Contact
Enter the primary contact person. This individual receives all communications by default. You can include:
- Title (Mr, Mrs, Ms, etc.)
- First & Last Name
- Company Name (for commercial clients)
Contact Info
Essential for quotes and invoices:
- Phone: For calls and SMS.
- Email: For automated reminders.
- Lead Source: Track how they found you.
Managing Properties
In HiTradies, properties belong to clients. A single client can have an unlimited number of service addresses.
HiTradies integrates with Google Address Management to help you find locations and optimize travel routes easily.
Automated Reminders
Set up job reminders to keep your clients on track. You can choose from:
Choose up to 4 notification intervals: Weeks, Days, Hours, or Minutes before the visit.
What's Next?
Once you click Approve, you'll see a confirmation with shortcuts to:
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