Add your customers

By the end of this page, you’ll have a customer in CrewProof, ready to attach a site to.

Owner Admin panel — Clients

Before you start

Nothing required — this is usually the first thing you set up after creating your account.

Steps

1. In the left menu, click Clients.
2. Click Create Client.
3. Enter the Name — use the property or business name your invoices go to, e.g. Northgate Property Group.
4. Enter an Email if you have one. This is what report emails will go to.
5. Enter a Phone if you have one.
6. Click Create Client.

Auto-sending reports

If you added an email, a checkbox appears: “Automatically email the report to this client after each completed job.” Turn it on and you won’t need to press Send Report yourself — see Sharing job proof with clients for how it works.

Next to it, Auto-send delay (minutes) controls how long CrewProof waits after a job is marked complete before sending — the default is 30 minutes, to give any last photos time to finish uploading.

If something goes wrong

• The auto-send checkbox is greyed out — add an email address first; it only unlocks once there’s somewhere to send the report.

Next

Continue to Sites and the geofence to add this customer’s first address.