Add a client

  1. Sign into your account as Workmax
  2. Go to the “Clients” section.
  3. Click the “New client” button.
  4. Enter client details.
    • Name
    • Department (Optional)
    • Address (Optional)
    • Phone number (Optional)
    • Notes (Optional)
  1. Click the “Save” button.

Workmax will add the client to the system.

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