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Add your first client

Add a client so you have someone to quote, schedule and invoice.

Who can do this: Admins and team members set to View, edit, and delete full client and property info.

Also called: customer, account.

Step 3 of 6 in setting up Astragal for your company.

For practice, add yourself or a friend as the client. You’ll use this client in the next step to try a quote, a job and an invoice.

  1. Open Clients and click New client. You can also use Create → Client in the left menu.

    On a computer: Left menu → Clients On a phone: Bottom bar → Clients

    The clients list with the New client button highlighted

  2. Under Primary contact details, type the client’s First name and Last name, or a Company name for a business.

    The new client form with a first and last name typed in

  3. Under Communication methods, add their email and mobile number. Quotes, invoices and visit reminders go to these.

    The email and phone number boxes filled in

  4. Under Property address, type the street where you’ll do the work. Pick the matching address if one drops down, or type the city, province and postal code yourself.

    The property address filled in on the new client form

  5. Click Create client. The client is added to your clients list.

    The Create client button at the bottom of the form

Good to know

Section titled “Good to know”
  • Got the details in an email or text? Paste them into Smart paste at the top of the form and click Fill from paste.
  • Lead source, more than one property, on-site contacts and custom fields are all optional. Adding a client explains every box on the form.
  • Already have your clients in another app or a spreadsheet? See Moving your data from Jobber or another app.
Section titled “Related articles”

Next step: From quote to job to invoice

Checked against Astragal on October 18, 2026