Create a client profile

1. Click "Clients"

2. Click "New Client"

3. Enter client details

4. Once a client profile is created, they will be labelled a lead. In the client overview tab, you can create an estimate.

Create an estimate

1. Click "Create Estimate" inside the client profile tab

2. Fill in the estimate details and click "Save & Send"

The client will be sent an email with your organisation's name, with the estimate attached as a PDF. The client can choose to accept or decline the estimate. If accepted, the client is prompted to create their ClientFrame portal.

You can manually accept or reject estimates, as well as resend the estimate.

You can manually invite a client to the platform using the "Invite to Platform" button.