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How To Create A Client From Scratch in WorkZen

All plansBeginnerVideo, 1:41Updated August 7, 2026

Go to Clients, click New Client, enter a name and at least one contact method (email or phone), and click Create Client. The address you enter becomes the client's first property, and you can add more properties, files, and jobs any time after.

Not every client comes through a lead form. Sometimes you have a contact ready to buy and you just need a record fast. Creating one from scratch takes under a minute, and the record grows with the relationship: properties, jobs, invoices, and files all attach to it.

Create the client

  1. Go to Clients and click New Client.
  2. Under Basic Information, enter the First Name and Last Name.
  3. For a company, switch on This is a business/company. The form swaps in Company Name (required) and Company Tax ID.
  4. Add contact details: Email, Phone, Mobile, Secondary Phone, and Website. At least one contact method is required, email or phone.
  5. Enter the Primary Address.
  6. Add anything else under Additional Information > Notes, then click Create Client.
Note

The Primary Address becomes the client's first property, named Main Location and marked as the primary service location. After creation, addresses are managed from the Properties tab, so multi-site clients get one property per location. See managing client properties.

What a client record holds

The client page is the hub for everything you do with that client, organized in tabs:

TabWhat lives there
Client InformationContact details, company details, notes, and the Main Property
PropertiesEvery service address, with Primary and Billing markers
JobsAll jobs for this client, with a Create Job shortcut
FinanceEstimates, invoices, and payments
VisitsScheduled and past visits
FilesUploaded documents and photos

From the client page you can also start work directly: create a job, an estimate, or an invoice without leaving the record.

Keep it clean with archiving

When a client goes quiet, click Archive Client instead of deleting. Archiving hides the client from active lists but keeps the full history, and you can unarchive any time. Creating and editing clients requires the Manage Clients permission; company admins and managers have it by default.

Step by step

  1. 1

    Open the client form

    Go to Clients and click New Client.

  2. 2

    Fill in Basic Information

    Enter a first and last name, or switch on "This is a business/company" and enter the Company Name. Add at least one contact method, email or phone.

  3. 3

    Add the Primary Address

    Enter the client's address. It becomes the client's first property, so jobs and visits know where to go.

  4. 4

    Click Create Client

    The client record opens, ready for properties, jobs, estimates, and files.

See it in action

Frequently Asked Questions

A first and last name (or a company name for business clients) plus at least one contact method. WorkZen validates that you enter an email or a phone number.
It is saved as the client's first property, named Main Location and marked as the primary service location. Jobs, visits, estimates, and invoices pick it up automatically.
Addresses are managed from the client's Properties tab, not the edit form. Open the client, go to Properties, and edit or add properties there.
Users with the Manage Clients permission. Viewing clients requires the View Clients permission, and deleting requires Delete Clients.
No. Every plan, including the free Zen plan, allows unlimited clients.

This article answers:

  • How do I add a new client?
  • How do I create a client without a lead?
  • What information do I need to create a client?
  • How do I add a business client with a tax ID?

Related articles

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