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How do I create a new client?

Clients are used primarily to find, filter, or report on projects, and can be added by simply typing a new client name into the Client field when adding or modifying a project.

Clients can be added to Factor in two ways:

  1. When adding a new project, you can simply enter a new client name directly into the Client field, and that client will be added to the system when you create the project.
  2. There is a list of all the clients you've added in the SETTINGS on the Companies tab where clients can be added, removed, or modified. 

Clients are simply a company name in Factor, as all pertinent information about the projects you do for clients is tracked at the project level. Client names are typically used for identifying or searching for projects or other objects associated with projects, like invoices or time entries.