Create and edit a client

Overview

Every quote, job, and invoice in MyApprentice is tied to a client record. As a Finance user you can create new clients and edit existing ones. You cannot delete a client — that sits with the Business Owner or Admin.

Who This Workflow Is For

The Finance role. The Business Owner, Admin, and Supervisor can also create and edit clients. Tradies and Apprentices can view clients via assigned jobs only.

Before You Start

Have the client’s details: client or business name, contact name, email, phone, and site or billing address.

Step-by-Step Process

Create a client

1. In the left sidebar, select Clients. The Client Library opens.
2. Select Add Client.
3. Fill in the client fields:
   • Client name / business name (required).
   • Contact name (optional).
   • Email address (recommended — used for quote/invoice delivery).
   • Phone number (recommended).
   • Address (recommended).
   • Additional notes (optional).
4. Select Save.

Edit a client

1. Open Clients.
2. Find the client — browse the table or use the search bar (search by name, email, phone, or address).
3. Select the client to open the record.
4. Review the client detail — contact details, address, notes, and Links to Quotes, Jobs, and Enquiries.
5. To update, select Edit, change the relevant fields, and Save.

Inline client creation while quoting or invoicing

1. Start a new quote or invoice and, in the Client name field, type a name MyApprentice does not recognise.
2. Enter the client’s email, phone, and site address on the document form.
3. Build and send — the inline-created client becomes a permanent record once the quote or invoice is sent.

What Happens Next

The client is available when you create quotes and invoices, and the Business Owner / Admin / Supervisor can use it for jobs and scheduling. Updates to the client record flow into future documents; documents already sent keep the details they had at the time.

Common Issues

• Duplicate client. Search the Client Library by name, email, phone, or address before creating.
• Wrong details on a sent document. Sent documents keep the details they had at the time. Update the client record, then edit and resend the document.
• Cannot find Delete. Finance does not delete clients. Ask the Business Owner or Admin.
• Tradie or Apprentice cannot see the client. Their access is via assigned jobs.

Related Guides

• Create and send a quote
• Invoice management
• Create and send an invoice
• Message a client