---
title: "Add, Edit, and Archive Job Costing Clients"
slug: "add-a-client-to-job-costing"
updated: 2026-05-22T16:09:21Z
published: 2026-05-22T16:09:21Z
canonical: "help.workeasysoftware.com/add-a-client-to-job-costing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add, Edit, and Archive Job Costing Clients

The Clients section under Job Costing allows you to create and manage client records for tracking projects and job costing. You can add details such as client name, contact information, and address. Once added, clients can also be edited or archived when no longer needed.

### To add a client

1. Navigate to **Global Settings > Job Costing > Clients**.
2. Click the **three dots** > **Add** button.
3. Enter the required details:
  - **Code**: Unique identifier for the client.
  - **Name**: The client’s company name.
  - **Contact Name**: Main contact person.
  - **Phone**: Client’s phone number.
  - **Address**: Client’s address.
  - **Tags**: (Optional) Assign tags for easier organization.
4. Click **Save** to finish adding the client. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(753).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A14Z&se=2026-11-01T16%3A14%3A14Z&sr=c&sp=r&sig=RxAfOYxxXo285g6hegz2al5sq2ND2RUol4KmpQVkgp8%3D)

### To edit a client

1. Select the client you want to update from the list.
2. Click the **Edit** button.
3. Update the client details as needed.
4. Click **Save** to apply the changes.

### To archive a client

1. Select the client from the list.
2. Click the **Archive** button.
3. The client will be archived and no longer available for active assignments. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(754).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A14Z&se=2026-11-01T16%3A14%3A14Z&sr=c&sp=r&sig=RxAfOYxxXo285g6hegz2al5sq2ND2RUol4KmpQVkgp8%3D)

## Related articles

- [Configure Job Costing Structure](/main/docs/set-up-your-job-costing-structure)
- [Create and Configure Jobs](/main/docs/add-a-job-in-job-costing)
- [Set up a Project](/main/docs/set-up-a-project-in-job-costing)
- [Create and Automate a Job Costing Report](/main/docs/create-and-run-a-job-costing-report)