Clients: a person or a business
Choose the client type so names and documents look right.
What it is
Service businesses work for both families and companies. The client type keeps one simple form for both and shows the right name on every document.
1 Pick the type
- Open Clients → New client, or open a client and go to Details.
- Under Client type, choose Person for a homeowner or individual, or Business for a company, property manager or landlord.
- For a business, fill in the Business name and the Contact person. For a person, the name is enough and the company is optional.
- Click Save.
Changing the type never deletes what you already saved.
2 Organize the clients you already have
- Open each client, set the type and save. Estimates and invoices then show the business name with the contact below it.
Common questions
Can a business have residents or tenants?
Yes. Add its properties and the residents of each one. See Properties with residents.
Related guides
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