How do I create a client?

Learn how to create a client record in Dronedesk, the starting point for quoting, scheduling jobs and invoicing. This walkthrough covers adding the company and contact details and saving the record so it is ready to attach work to. Every job in Dronedesk belongs to a client, so this is usually the f

If you would like to add a new client to Dronedesk, click on the clients menu option on the left hand side of the dashboard to open up the clients page. Here, you will need to click on the new client button in the top right hand corner. Enter the client's name. All other fields in the form are optional. Additional fields can be accessed by clicking on the additional fields link.

And when you have completed the form, click on save new record and close.

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