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Add a Client

Clients in Workmax are used to manage your client information and track projects, tasks, and time entries associated with each client. You can create clients based on your organisation's clients, such as by client name, location, or project. To add a client in Workmax, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Clients" section.
  3. Click on the "New Client" button.
  4. Enter the client details
    • Name
    • Department (Optional)
    • Address (Optional)
    • Phone Number (Optional)
    • Notes (Optional)
  5. Click on the "Save" button.

Workmax will now create the client, and you can start adding projects, tasks, and time entries associated with the client. The client will be available for selection when assigning projects, tasks, and time entries in Workmax. If you have any questions or need help, please contact Workmax Support.