How to Add a Client to Your WindSketch Account

Adding clients to your WindSketch account is an essential step in streamlining your project management and ensuring all your projects are neatly organized with their respective clients. Follow this simple guide to add a client to your account, making it easier to assign them to projects and keep your operations running smoothly.

Step 1: Navigate to Clients Menu

After logging into your WindSketch account, locate the "Clients" option, which is situated just below the "Projects" section in the left-hand menu. This section is designed to manage all your client-related information.

Step 2: Add a New Client

In the "Clients" area, look for the "+Client" button located in the upper right corner of the interface. Clicking this button will bring up the client information form, where you'll enter details about your new client.

Step 3: Fill in Client Details

A form will appear, prompting you to enter your client's information. This will typically include details such as the client's name, contact information, address, and any other relevant data that WindSketch allows you to capture. Take a moment to fill in all the necessary fields accurately to ensure your client's information is correctly recorded in the system.

Step 4: Save the Client Information

Once you have completed the form with your client's details, click the "Accept" button to save this information. This action will officially add the client to your WindSketch account.

Step 5: Assign Clients to Projects

With your client now added, you can easily view them under the "Clients" menu. More importantly, this client will be available in the clients' tab within the project cards. This feature allows you to assign your newly added client to any of your projects, facilitating better project management and client tracking.

Conclusion

By following these straightforward steps, you can quickly add clients to your WindSketch account, enhancing your project organization and client management capabilities. This process not only saves you time but also ensures that your project documentation and communications are accurately aligned with the right clients.
WindSketch is committed to making project management as seamless as possible for window and door installers. Adding clients to your account is just one of the many features designed to help you manage your projects efficiently and maintain strong client relationships.