Add your first few clients

Where do clients fit in?

Clients are essential for your business and with HarvestYield you track all the work performed on your clients via jobs. Also, HarvestYield can help you generate task reports and send invoices to your clients.

Here's what we are going to do

New client

Let's get started

Step 1

Click on the "New" link from the "Clients" menu

New client click

Step 2

Fill out the form and click on the "Create Client" button

Tip: You can set a color for each client which can help you identify their fields when creating a task or generating reports.

New client filled form

Step 3

Great job! You have created your first client! You can continue adding more clients or checkout what's next.