Add a client & property

Create a client and capture their property in one guided flow — ready to quote.

Every job in BriteBase starts with two things: a client (the person or company you're working for) and a property (the address where the work happens). When you add a new client, a short wizard walks you through capturing their first property — and an optional first appointment — so you finish with a record that's ready to quote.

In this guide, you'll:

Create a new client
Add their property and what you'll be lighting there
Optionally book a first sales appointment

1. Start a new client

On the Clients page, select + New Client. A quick form opens — enter the client's name, email, phone, and whether they're Residential or Commercial. Save it, and BriteBase opens a short onboarding wizard so you can finish setting them up.

Just need the name?

The quick form is all it takes to create a client. You can capture the rest — property, applications, appointment — now in the wizard, or anytime later from the client's page.

2. Add the property

After a quick Created confirmation, the wizard's next step is Property — the address where you'll be working.

Give the property a name you'll recognize (like "Main House" or "Office Building"), then start typing the address and pick it from the suggestions. Fill in the city, state, and ZIP, and choose whether the property is Residential or Commercial.

A client can have more than one property — you're adding the first one here, and you can add others later.

3. List what you'll be lighting

Next is Applications — the individual features you'll light at this property. An application is one lightable element: a roofline, a row of trees, a set of columns, a wreath.

For each one, choose its type and enter a measurement (for example, the linear feet of roofline). Add as many as the property needs. These carry into the quote as your starting point, so the more you capture now, the less you set up later.

4. Book a first appointment

Optional — skip it if you're not ready to schedule.

The last step, Appointment, puts a first visit on the calendar — a Consult, Site walk, Install, and so on. Pick who it's for, the date and time, the type, and how long it'll take. (If you're a salesperson, it's assigned to you automatically.)

Finish the wizard, and your new client appears in the Clients list with their property attached — ready to quote.

Add more properties later

A client often has several properties. To add another, open the client from the Clients page and use Quick add on their property list. You can edit a property's address or details from there anytime, too.

With a client and property in place, you're ready to build a quote.