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Add a new Client

Clients are the companies or individuals you perform work for. Every project, quote, invoice, and communication in Kudurru Stone is tied to a client record. Creating a client takes seconds — you just need a name to get started, then fill in the full details on the client record.

Creating a New Client

  1. Go to Clients in the main navigation.
  2. Click New Client.
  3. Enter the Client Name (required, up to 150 characters).
  4. If your account has QuickBooks Online sync enabled, you will see a Sync to QB checkbox — leave it checked if you want this client created in QuickBooks automatically.
  5. Click Save.

Kudurru creates the client record and immediately takes you to the full client edit page to complete the details.

Completing the Client Record

Once the client is created, you land on the edit page. This is where all the detail lives. The page is organized into two columns and a set of tabs at the bottom.

General Information

Field Notes
Client Name The client's display name across all records
Client URL The client's website
Client Relationship How you know this client (e.g., Lead, Prospect, Client) — values managed in Settings
Client Type Category for the client (e.g., Commercial, Residential) — values managed in Settings
Scheduler Color Color used to identify this client on the scheduler.  (optional)
Status Active, Inactive
MSA Check if a Master Service Agreement is in place
Default Payment Terms Terms that pre-populate on invoices for this client
Account Standing Flags like Good Standing, On Hold, Collections.  Your account stand settings can then be setup to alert you when you add a project or quote for a client with a specific account standing.
Onboard Date Date the client relationship began
ISN Internal service/account number if applicable
Billing Info Free-form billing notes that can appear on invoices
Department Associates the client with an internal department

Address Information

Field Notes
Address 1 / 2 Street address lines
City, County, State, Zip Location fields

 

QuickBooks Information

Visible only if QuickBooks Online sync is enabled on your account. Allows you to manage the QB-side address and sync settings independently of the Kudurru address fields, with a one-click button to copy addresses between the two.

Tabs

The lower section of the client record contains six tabs for related information:

Tab What it's for
Notes Internal notes about the client — date-stamped and attributed to a user
Communications Log of calls, emails, and follow-ups with the client
Contacts Individual people at the client — names, titles, phone numbers, emails
Projects All projects associated with this client
Files Documents and attachments stored against the client record
Quotes All quotes created for this client

These tabs are available immediately after the client is created. You can start adding contacts, notes, or files right away without needing to save the main form first.