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Client records are the starting point for all surveys, sites, and activities in TruRisk. Each client represents an organisation you’re managing risk for.

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Steps

1

Go to Clients

Click Clients in the left navigation bar.
2

Open the create form

Click + Add Client in the top-right corner.
3

Complete client details

Fill in the client information:
4

Complete client address

Enter the client’s main property address:
5

Save the record

Click Save Changes in the top-right corner. The client record will appear in your Clients list.
Fields marked with an asterisk (*) are required. You won’t be able to save the record until Name, Sector, Country, and City are filled in.