{"id":158494,"date":"2026-11-08T10:14:24","date_gmt":"2026-11-08T10:14:24","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/adding-new-client-from-construction-forms\/"},"modified":"2026-11-15T13:37:45","modified_gmt":"2026-11-15T13:37:45","slug":"adding-new-client-from-construction-forms","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/","title":{"rendered":"Adding a New Client from Construction Forms"},"content":{"rendered":"
\n

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

\n
Required Permissions<\/span>Add New Client<\/strong><\/span><\/div>\n
Access Path<\/span>Bids<\/strong><\/a> \/ Cost Sheets<\/strong><\/a> \/ Construction Quotations<\/strong><\/a> > Add > New Client<\/strong><\/span><\/div>\n<\/div>\n
\n

In This Article<\/p>\n

    \n
  1. Where Does the Link Appear?<\/strong><\/a><\/li>\n
  2. Steps<\/strong><\/a><\/li>\n
  3. When Is the Client Field Disabled?<\/strong><\/a><\/li>\n
  4. Branches<\/strong><\/a><\/li>\n
  5. The Client Field in Construction Forms<\/strong><\/a><\/li>\n
  6. Deleting a Client Linked to Construction Records<\/strong><\/a><\/li>\n
  7. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Where Does the Link Appear?<\/h2>\n\n\n\n\n\n\n
    Form<\/th>\nWhen It Appears<\/th>\n<\/tr>\n
    Bid<\/td>\nWhen adding; it is hidden when the Client field is read-only.<\/td>\n<\/tr>\n
    Cost Sheet<\/td>\nWhen adding only; it is hidden when editing.<\/td>\n<\/tr>\n
    Construction Quotation<\/td>\nWhen adding only; it is hidden when editing.<\/td>\n<\/tr>\n
    Contract<\/td>\nNot available.<\/td>\n<\/tr>\n<\/table>\n

    Steps<\/h2>\n
      \n
    1. In the form, click New Client<\/strong> next to the Client field. The Add New Client<\/strong><\/a> page opens in a new tab.<\/li>\n
    2. Enter the client details and save the client. The usual validation rules for the client form apply.<\/li>\n
    3. Go back to the form tab. Everything you entered is still there.<\/li>\n
    4. Open the Client list, search for the new client, and select it.<\/li>\n<\/ol>\n

      When Is the Client Field Disabled?<\/h2>\n

      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.<\/p>\n

      Branches<\/h2>\n

      When the Branches<\/strong> app is enabled, the client is created in the user’s current branch, and the Construction lists show that branch’s clients.<\/p>\n

      The Client Field in Construction Forms<\/h2>\n

      The Client list shows Active<\/strong> clients only. If you select the client first, the other lists are limited to that client’s records.<\/p>\n\n\n\n\n\n\n
      Form<\/th>\nRequirement<\/th>\nWhen It Is Filled In and Locked Automatically<\/th>\n<\/tr>\n
      Bid<\/td>\nRequired<\/td>\nDepends on the linked record.<\/td>\n<\/tr>\n
      Cost Sheet<\/td>\nRequired<\/td>\nWhen you select a project, bid, or quotation that has a client.<\/td>\n<\/tr>\n
      Construction Quotation<\/td>\nRequired<\/td>\nWhen you select a project, bid, or cost sheet that has a client.<\/td>\n<\/tr>\n
      Contract<\/td>\nRequired<\/td>\nWhen you select a project or quotation.<\/td>\n<\/tr>\n<\/table>\n

      Deleting a Client Linked to Construction Records<\/h2>\n

      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.<\/p>\n

      Frequently Asked Questions<\/h2>\n

      Do I lose the form data when I add the client?<\/h3>\n

      No. The add page opens in a new tab.<\/p>\n

      Why doesn’t the link appear when I edit?<\/h3>\n

      For cost sheets and quotations, the link is available only when adding.<\/p>\n

      Why doesn’t the new client appear in the list?<\/h3>\n

      Search for the client by name, and make sure the client is active and belongs to your current branch.<\/p>\n

      Does the link appear in the contract form?<\/h3>\n

      No.<\/p>\n

      What permission do I need?<\/h3>\n

      Add New Client<\/strong>. Without it, the add client page blocks you.<\/p>\n

      Can I add the client from the Clients list and then come back?<\/h3>\n

      Yes, the result is the same. After you save, search for the client in the Client field.<\/p>\n

      Is an account created for the client in the Chart of Accounts?<\/h3>\n

      Yes, just like any other client, under the Clients account.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2070,15599,16098],"tags":[],"class_list":["post-158494","tutorial","type-tutorial","status-publish","hentry","category-operations","category-construction","category-projects"],"yoast_head":"\nAdding a New Client from Construction Forms - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a New Client from Construction Forms - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"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. Required PermissionsAdd New Client Access PathBids \/ Cost Sheets \/ Construction Quotations > Add […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-11-15T13:37:45+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.daftra.com\/en\/#organization\",\"name\":\"Daftra\",\"url\":\"https:\/\/docs.daftra.com\/en\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg\",\"caption\":\"Daftra\"},\"image\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/en\/#website\",\"url\":\"https:\/\/docs.daftra.com\/en\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"publisher\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/en\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/\",\"name\":\"Adding a New Client from Construction Forms - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/#website\"},\"datePublished\":\"2026-11-08T10:14:24+00:00\",\"dateModified\":\"2026-11-15T13:37:45+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding a New Client from Construction Forms\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding a New Client from Construction Forms - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/","og_locale":"en_US","og_type":"article","og_title":"Adding a New Client from Construction Forms - Daftra Knowledge Base","og_description":"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. Required PermissionsAdd New Client Access PathBids \/ Cost Sheets \/ Construction Quotations > Add […]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-11-15T13:37:45+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/docs.daftra.com\/en\/#organization","name":"Daftra","url":"https:\/\/docs.daftra.com\/en\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/#logo","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg","caption":"Daftra"},"image":{"@id":"https:\/\/docs.daftra.com\/en\/#logo"}},{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/en\/#website","url":"https:\/\/docs.daftra.com\/en\/","name":"Daftra Knowledge Base","description":"Daftra","publisher":{"@id":"https:\/\/docs.daftra.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/","name":"Adding a New Client from Construction Forms - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/en\/#website"},"datePublished":"2026-11-08T10:14:24+00:00","dateModified":"2026-11-15T13:37:45+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-client-from-construction-forms\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Adding a New Client from Construction Forms"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/158494","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/39"}],"version-history":[{"count":1,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/158494\/revisions"}],"predecessor-version":[{"id":158495,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/158494\/revisions\/158495"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=158494"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=158494"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=158494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}