Set up your first client

This guide shows you how to add your first client to AtomicSam. Centralizing client information makes it easy to create new jobs and bill for your work.

Clients are the foundation of your work in AtomicSam. Every job, quote, and invoice is linked to a client. Keeping complete and accurate client records saves you time and prevents billing errors.

Before you start

• You need a permission level that allows you to create and manage clients. Staff members with the Admin role have this permission by default.

Add a new client

You can add clients one by one. This method is best when you are just getting started or have a new client to add.

1. Navigate to Clients in the main menu.
2. Select the New Client button in the top right corner.
3. Enter the Client Name. This is usually the official name of the business.
4. Fill in the details for the Primary Contact, including their First Name, Last Name, and Email. This is the person who will receive invoices and other communications.
5. Add the client's address information. You can specify both a Billing Address and a separate Shipping Address if needed.
6. Enter any other optional information, such as a Phone number or Website.
7. Select Save Client to finish.

💡 Tip: You can create custom fields in Settings → Custom Fields to capture unique information for every client, like an internal account ID or industry type.

Compare methods for adding clients

You can add clients individually or import them in bulk. Use this table to decide which method is right for you.

Configure advanced client settings

After you save a new client, you are taken to their profile page. Here you can configure specific billing and communication rules for them.

1. From the client's profile page, select the Settings tab.
2. Choose a Default Currency if your organization uses more than one. This will be the currency for all quotes and invoices for this client.
3. Assign a Default Tax Rate. This tax rate will be automatically added to new jobs and invoices for this client.
4. Set the default Invoice Payment Term, such as Net 30 or Due on receipt.
5. Click Save Changes.

Good to know

• You can add more contacts to a client profile. From the client's page, open the Contacts tab and select Add Contact.
• Archiving a client removes them from active lists but keeps their record for reporting. You cannot permanently delete a client that has jobs or invoices. To archive a client, go to their profile and select Archive from the menu.
• You can set custom billable rates for a client that override your organization's default rates. Go to the client's Rates tab to manage their specific rates.

What's next

• Create your first job
• Import clients from a CSV file
• Send a quote
• Create an invoice