How to Create and Manage Client Records

Clients in Buildern are free users that can be linked to projects, proposals, and invoices. You can store their contact details, track where they came from, and optionally give them access to the Client Portal for collaboration.

To add a client manually:

In the client form, enter the required details such as Name and Email.

You can also add optional information, including:

If you have accounting integrations enabled, newly created clients should be synced with your accounting software.

Buildern supports integration with:

When the integration is active, a “Sync with QBO or Xero” tab will appear inside the client profile.

From this tab, you can choose one of the following options:
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1.Not Matched - Leave the record to exist only in Buildern without syncing it to your accounting software.
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2.Create New - Create a new client record directly in your connected accounting software from Buildern.
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3.Match with Existing Record - Select an existing client from QBO or Xero using the dropdown menu to match and sync the records.

Once saved, the client will appear in your client list and can be assigned to projects.

You can also create a new client directly from the project creation page by clicking Add New in the Clients field.

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Client sources help you track where your clients come from and organize your contacts more effectively. Selecting a source allows you to analyze lead origins, understand marketing performance, and see which channels bring in the most clients.

Selecting a source helps you track lead origins, analyze marketing performance, and better understand where your clients are coming from.

The list includes sources like:

If you use a different system for categorizing clients, you can customize this list from your Company Settings > Fiels Settings > Client Sources.

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When you have entered all the required information, click Save to add the client to your account.
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Once you add new clients to Buildern, they will appear in your contact list. If you want to work with your clients via Buildern, you will need to invite them to the software and grant access to the client portal.
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If you already have a client list, you can import clients instead of adding them one by one.Importing clients saves time and helps you move existing data into Buildern without manual entry.

To import clients:

Buildern supports importing clients from:

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You can manage your clients at any time directly from the Clients dashboard.

From the three-dot menu next to a client, you can:

When editing a client, you can update:

From here you can also:
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8.Grant or revoke Client Portal access

9.Assign or change the client’s role

10.Review and adjust portal permissions
11.Preview how the portal will appear to the client

To collaborate with clients in Buildern, make sure they are invited and granted access to the Client Portal.
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