Adding a New Client from Construction Forms

When you create a bid, cost sheet, or construction quotation, the client might not be registered yet. The New Client link next to the Client field lets you add the client without losing what you have already entered in the form.

Where Does the Link Appear?

Form	When It Appears
Bid	When adding; it is hidden when the Client field is read-only.
Cost Sheet	When adding only; it is hidden when editing.
Construction Quotation	When adding only; it is hidden when editing.
Contract	Not available.

Steps

1. In the form, click New Client next to the Client field. The Add New Client page opens in a new tab.
2. Enter the client details and save the client. The usual validation rules for the client form apply.
3. Go back to the form tab. Everything you entered is still there.
4. Open the Client list, search for the new client, and select it.

When Is the Client Field Disabled?

When you select a project, bid, quotation, or cost sheet that has a client, the client is filled in from that record and the field becomes disabled, so you don’t need to add a new client.

Branches

When the Branches app is enabled, the client is created in the user’s current branch, and the Construction lists show that branch’s clients.

The Client Field in Construction Forms

The Client list shows Active clients only. If you select the client first, the other lists are limited to that client’s records.

Form	Requirement	When It Is Filled In and Locked Automatically
Bid	Required	Depends on the linked record.
Cost Sheet	Required	When you select a project, bid, or quotation that has a client.
Construction Quotation	Required	When you select a project, bid, or cost sheet that has a client.
Contract	Required	When you select a project or quotation.

Deleting a Client Linked to Construction Records

You can’t delete a client that is linked to a bid, cost sheet, or quotation; a message appears and blocks the deletion. So review the client details before you save, rather than creating a duplicate client and deleting it later.

Frequently Asked Questions

Do I lose the form data when I add the client?

No. The add page opens in a new tab.

Why doesn’t the link appear when I edit?

For cost sheets and quotations, the link is available only when adding.

Why doesn’t the new client appear in the list?

Search for the client by name, and make sure the client is active and belongs to your current branch.

Does the link appear in the contract form?

No.

What permission do I need?

Add New Client. Without it, the add client page blocks you.

Can I add the client from the Clients list and then come back?

Yes, the result is the same. After you save, search for the client in the Client field.

Is an account created for the client in the Chart of Accounts?

Yes, just like any other client, under the Clients account.