While you are online with a new client, create a project and fill it in with the relevant details right through the ArboStar interface. Basically, you'll be adding a new contact to your system as well as the details of the task - all on one page!

To achieve that, click on Add Client right in your account:



Or, hover over the Clients section of the sidebar and click to expand it:



Click on Clients List, then on "plus" icon in the right corner:



A new window will appear, allowing you to insert all known details about the client and the project you are about to undertake. Let's take a closer look on what information is required here.

All the green fields are the required fields, without having any information out there, you won’t be able to create a new client.
The section consists of "Profile", "Client Address", "Contact", "Lead's Address" sections and the “Brand” field.



In the “Brand” section please choose the brand. In the “Profile” section, please fill in the name, choose the reference and the client type from the drop-down menus.

The "Reference" field will help you keep track of which source brought you the lead.

When typing the address in the “Client Address”, the system will automatically suggest address options. Be as precise as possible to ensure smoother logistics further on.

In the “Contact” section please fill in the “name” (automatically filled from “Client name” and can be changed), “phone number” (including extension if applicable), and “email address”.

Tip: click on the green "plus" icon to add back-up contact details.

“Leads Address” will help you set an address for the lead, in case the client address and lead address are different.

In the “Tag” field please fill out tags for further easy search.

Now go ahead and select the projects the client is ordering:



Clicking on the “Services"/“Products”/“Bundles” blocks, you will see all the service/product/bundle options for the lead. Select the ones that this lead requires to be done.

“Lead Details” is the text box where you can type in any details of this project, some restrictions and requirements, etc, while in the “Files” section you can drop files necessary for the lead.

Next, define project's priority (Regular/ Priority/ Emergency) urgency (Right away/ Few weeks/ No rush) and size (Small/Medium/Big) according to your company's policies and client's request. Based on client preferences, you can choose your estimator to call the client or not.

Final touch: Hit "Add client" to finalize the project creation or “Create Estimate” to start the estimation.

Tip: the lead you've just created will be accessible for the estimators and will be handled in a regular queue. However, if you have the necessary authority in your team, you can go ahead and assign an estimator manually by clicking on the Schedule appointment button here:

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