Add Your First Client
Register your first client in Opergo to start creating quotes and work orders
Step by Step
1
In the side menu, click on 'Clients'
2
Click the '+ New Client' button
3
Fill in the client's full name
4
Add phone number (required for contact)
5
Enter Tax ID or Business ID
6
Fill in the complete address
7
Add email and notes if needed
8
Click 'Save' to register
Tips
- •Phone is used to send quotes and charges via WhatsApp
- •Address is auto-filled on work orders
- •You can import clients from a CSV spreadsheet