Clients

Short answer

Client records with their estimates, invoices, projects and documents. Clients can be created directly in the Clients tab before any estimate exists, and existing clients can be searched and auto-filled inside both estimate types.

Add a client, or reuse one on an estimate

1. Open Clients in the left sidebar and add the client — you do not need an estimate first.
2. Click a client to see their estimates, invoices, projects and documents in one place.
3. When building either type of estimate, search for the existing client on the client step and their details fill in automatically.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.