How to add a client

Save a customer once and everything you do for them, jobs, quotes, invoices, attaches to the same record, so their whole history is in one place.

Add a client

1. Go to Clients.
2. Select Add client. On your phone, tap ⋮ and choose Add client from the menu instead.
3. Choose Individual or Business.
4. Enter their name. It's the only required field, everything else can wait.
5. Add whatever else you have: email, phone, and address.
6. Select Add client.

Trame saves the record and takes you straight to the client's page.

You don't have to start here

A client is created automatically the first time you attach a name to a job, so if you're starting from Jobs you can add them there and skip this screen entirely. Converting an enquiry into a job does the same thing.

Bringing across a full customer list instead of typing them in one at a time? Select Import clients from the same page to upload a CSV.

Frequently asked

What's the difference between Individual and Business?

Individual is for a homeowner. Business is for a company or landlord, and adds a Contact person field for the person you actually deal with. You can switch the type later if you picked wrong.

Do I need an email address to add a client?

No. Only the name is required. You'll need an email later if you want to send them a quote or invoice by email rather than sharing the link yourself.

Can two clients have the same name?

Yes, Trame doesn't check for duplicates. Search the client list first if you're not sure whether they're already on it.