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Create and manage clients and contacts

How to add and edit client details within Onetrace.

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Written by Onetrace
Updated over a week ago

The Clients section in your Onetrace account serves as the central hub for managing all your client and contact information.

  • Clients can include main contractors, companies, or individuals to whom you provide services

  • Easily add new clients to your account, giving them visibility into project progress

  • Enhance transparency and ensure your entire workflow remains clear, traceable, and well-documented


Add your clients

How to add clients and contacts:

  1. Select Clients from the left-hand sidebar

  2. Click the + Add Client button in the top right-hand corner

  3. Add the clients name, we recommend adding the full legal name for the company or person for compliance

  4. Click the Add Client button to finish

  5. To add contacts to your clients, click into the client name

  6. Navigate to the 3 dots in the top right-hand corner, this is also where you can edit, archive or delete a client

  7. Select Contacts from the dropdown

  8. If this is your first contact click the + Add contact button in the centre of your screen, if you have already created a contact click + Add contact button in the right hand side of the screen

  9. Add your contacts first and last name, we recommend using the legal name for the contact for compliance

  10. Add a phone number and email address

  11. Click Add contact to save the information to the Client

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