4. How to add a client in Yeti 4.0

Adding clients to your account allows you to manage associated sites, active contracts, and scheduled work orders in one centralized location.

Step 1: Access Client Management

1. Log in to your Yeti 4.0 account.
2. From the left navigation menu, click Client Management.
3. Select Clients.

   Note: This page displays a full directory of all existing companies and their primary contact details.

Step 2: Initiate New Client Creation

1. Click the + Add client button located on the top right side of the client list.
2. Ensure New company is selected in the modal window.

Step 3: Enter Client Details

1. Company Name: Enter the legal or display name of the client company in the Name field.
2. Primary Contact (Optional): Fill in the primary contact details for the client:
   • Name: Primary contact person’s full name.
   • Email: Contact email address.
   • Phone: Contact phone number.

Step 4: Add Service Sites (Optional)

1. To add a location where work will be performed immediately, click + Add a site.
2. Alternatively, you can skip this step and add service sites later from the Sites tab under Client Management.

Step 5: Save the Client

1. Review the entered information to ensure accuracy.
2. Click the Save Client button at the bottom of the form to create the new client profile.