When adding a Client or Supplier you are able to record your client or supplier details i.e. name, phone number and address information by completing the information in the fields provided. The map will update automatically according to the location information you include in the form. You can drag and drop the marker to fine tune your location if needed. 

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Quick Create Button

Clients & Suppliers Overview

Job Creation


Quick Create Button

By clicking on that Quick Create icon (+), located in the top left of your screen, you will have the option to create a new client. Clicking on this option will open a sidebar where you can enter the required client information.

Please be aware that the Client Name, Contact Person, Address, City & Post Code are mandatory fields.

Once you have made your update, click Save.


Clients & Suppliers Overview

​By navigating to the Clients & Suppliers section within Klipboard, you can create a new client by clicking on the New Client button on the right hand side of the screen.
Clicking on this option will open a sidebar where you can enter the required client information.

Please be aware that the Client Name, Contact Person, Address, City & Post Code are mandatory fields.

Once you have made your update, click Save.


Job Creation

Client details can also be add when creating a job. Simply create a job as normal, and click on the (+) icon beside Client.


Clicking on this option will open a sidebar where you can enter the required client information.

Please be aware that the Client Name, Contact Person, Address, City & Post Code are mandatory fields.

Once you have made your update, click Save.

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