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Start a job and invite your client

Add the client and the address. They get a free link to their project page.

  1. Step 1: Open the new job form.

  2. Step 2: Type the Client's name, as they'd like to see it, for example "Sarah and Mark Hughes".

  3. Step 3: Type the Client's email address. Their invitation goes here.

  4. Step 4: Type the Name of the job, for example "Kitchen extension". Then type the Site address.

  5. Step 5: If you know them, add the Expected start and Expected handover dates.

  6. Step 6: Press Set up the job and invite them at the bottom.

What happens next

You go straight to the quote. Your client is emailed a link that works for 30 days. If they haven't opened it, the job page shows an orange banner with Send the invitation again.

Still stuck? Email hello@tidybuilder.com and a person will reply.

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