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ClientsAdding Clients

Adding Clients

Learn how to add new clients to Tallie and keep their information organized.

What You’ll Learn

  • Creating a new client record
  • What information to include
  • Adding an address when creating a client
  • Editing and deleting clients

Adding a New Client

Step 1: Open the Add Client Dialog

From the Clients page, click the Add Client button in the top right corner. This opens a form where you can enter the client’s details.

Step 2: Enter Client Information

Fill in the following fields:

FieldRequiredDescription
NameYesThe client’s full name
EmailNoEmail address for sending estimates and invoices
PhoneNoPhone number for quick contact
CompanyNoBusiness or company name if applicable
NotesNoAny additional details you want to remember

Step 3: Add an Address (Optional)

You can add the client’s primary address right away. This is helpful if you already know where the first job will be.

The address form includes:

  • Label - A name for this address (e.g., “Home”, “Office”, “Main Site”)
  • Address Line 1 - Street address (use the search to auto-fill)
  • Address Line 2 - Apartment, suite, or unit number
  • City, State, Zip - Location details

Tallie includes address autocomplete that fills in the city, state, and zip code automatically when you search for an address.

Step 4: Save the Client

Click Add Client to save. The new client will appear in your client list.

Editing a Client

To update client information:

  1. Find the client in your list
  2. Click the three dots menu on their row (desktop) or tap their card (mobile)
  3. Select Edit Client
  4. Make your changes and click Update Client

You can also click on a client to view their detail page, then click the Edit button at the top.

Deleting a Client

To remove a client:

  1. Open the three dots menu or click into their detail page
  2. Select Delete Client
  3. Confirm the deletion

Note that deleting a client does not delete their associated projects or estimates. Those records remain in your system.

Quick Actions

From the client list, you can quickly:

  • Create a project - Start a new project already linked to this client
  • Send an email - Opens your email app with their address filled in
  • View details - See their full profile, addresses, and project history

Tips

  • Add email when possible - This makes it easy to send estimates and invoices later
  • Use notes wisely - Write down preferences, gate codes, or anything helpful for future visits
  • Keep it current - Update phone numbers and emails when clients give you new info

Importing Clients

If you have a list of clients from another system, Tallie can import them from a CSV file. The import supports these fields:

  • name
  • email
  • phone
  • company
  • address
  • city
  • state
  • zipCode

Contact support if you need help formatting your import file.

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OverviewClient Addresses