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Clients · Episode 05

Add a Client

Length 3:14Recorded in the real appDownload

About this video

Add a client in KaamCam the right way: company name and contact person, primary and secondary email and phone, an address that autocompletes into city, state and ZIP, plus the custom fields and linked contacts you set up under Configure. Then see what the new client profile gives you: contact card, client portal, and tabs for jobs, visits, invoices, estimates and reports.

Chapters

  1. Intro
  2. Open Clients
  3. Set up your client form
  4. Add the client
  5. Address and custom fields
  6. The client profile

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