To add a new client in Workmate, follow these simple steps:
1. Navigate to Clients:
- Open the Workmate app and go to the home page.
- Click on the “Clients” option available on the home page.
2. Initiate Client Addition:
- Look for the (+) icon located in the top right corner of the screen within the Clients section.
3. Click on the (+) Icon:
- Click on the (+) icon to initiate the process of adding a new client.
4. Enter Client Details:
- A new client entry form will appear. Fill in the required information for the new client, including contact details, address, and any other pertinent data.
5. Save Client Information:
- After entering the client details, make sure to save the information by following the on-screen instructions.
By following these steps, you can seamlessly add a new client to Workmate. This feature streamlines the client management process, allowing field users to efficiently maintain an updated and organized client database within the Workmate application.