How to add a New Client

Learn all about how to get started with freshOps by entering your first new client.

 

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When entering a New Client in freshOps, we tend to think of the Client as the Company or Client who pays the bill. Let’s use the example of a Body Corporate. Often the Services required on a site are arranged by a Real Estate or Body Corporate Management Company, but you may deliver the Service to a Group of Apartments or a Unit Complex. In this case, the Client is the Body Corporate Company, (E.g. JVC Holdings).

 

 

The *required fields here are Client/Company Name, Client Email and Address

While you type your Clients Address you’ll notice freshOps searches Google Maps to provide the exact address. While it not so important here, when you create your Site, the addresses there are also Google Powered and that’s aimed to helping your Cleaners or Team navigate to the Google Address of a site with ease from the freshOps Employee App.

You may or may not have noticed that Google Maps doesn’t always like Level Numbers or Unit Numbers and some time get’s confused. So don’t add the Level Number or Unit Number in Address Line 1. Reserve that for Address Line 2. Once you have the Street Address populated, enter in the Unit/Suite/Level Number/s so that your team can also access those details.

Once you are all done entering all the Client Details in, you have a few of options;

Firstly selecting Discard​, does just that………. It discards all the details you have entered and returns you back to the Dashboard.

Secondly selecting Create​ with the “Take Me To Create Visits”​ option marked will create your Client and take you to the next step in your setup and create a New Visit Schedule​ for your client

Or option three, Unmark​ the Take Me to Create Visits​ option and just create the client and return to the dashboard.