Support topic
Companies & Contacts tutorials.
Clients, vendors, contacts, roles, and portal access.
Set Up a New Client in 5 Minutes
From cold contact to a live estimate in the portal in five minutes flat — the fastest path to a new client, ⌘K-assisted.
Command Palette
Contacts
Onboarding
Update a Client’s Email, Address, and Details
Keep contact info current so invoices reach the right inbox and addresses print correctly.
Account Setup
Client Management
Contacts
Help: Your Client Can’t Open the Portal Link
Walk through the common reasons a magic link fails and how to get your client back in.
Client Portal
Magic Links
Troubleshooting
Connect a Contact to Their Company
Tie people to the businesses they work for so billing and history stay organized.
Companies
Contacts
Getting started
Fix Duplicate Clients and Keep Your List Clean
Spot and resolve duplicate contacts so your reports and invoices stay accurate.
Contacts
Data Cleanup
List Hygiene
Invite a client to the portal
Give a client magic-link access to their own estimates and invoices, with no password to manage.
Clients
Portal
Contact roles and permissions
Contact roles control what each client contact can do in the portal, separate from your team roles.
Clients
Portal
Roles
View your account as a client
Preview any contact's portal exactly as they will see it, so you can confirm access before they log in.
Clients
Portal
How to add a vendor
Create a vendor company so the people you pay are tracked separately from the clients you bill.
CRM
Expenses
Vendors
How to invite a teammate
Invite people who help run your workspace by email, with secure magic-link access and no shared logins.
Settings
Team