Objective
This SOP outlines the steps to create a new client in EnviroAutomate. Clients represent the organisations you work with and are linked to projects, sites, and reports throughout the system.
Key Steps
1. Navigate to the Create Client Page
Click "Clients" in the left sidebar under the CLIENTS section
Click the "+ Create Client" button at the top of the list
2. Enter General Information
Fill in the required fields (marked with a red asterisk):
Entity Name - The full legal or trading name of the client organisation
Contact Name - The primary contact person at the client organisation
Client Code - A short code (1-3 characters) used to identify this client in project and report naming conventions
Status - Set the client's status: Active, Inactive, or Suspended
Email - The primary email address for the client (must be a valid email format)
Optional general information fields:
Alias - An alternative name or abbreviation for the client
Company Registration Number - The client's company registration or ABN
External Reference - An external reference number or code (e.g., from another system)
Website - The client's website URL (must be a valid URL format)
Phone - The client's primary phone number
Description / Notes - Any additional notes or context about the client
3. Enter Head Office Address Details
The address section includes a Google Maps address search to help you quickly populate the address fields.
Country - Select the country from the searchable dropdown. This defaults to your organisation's country setting and restricts the address search to that country.
Address Search - Start typing an address to search via Google Places. Selecting a result will automatically populate the address fields below.
Address Line 1 - The street address (auto-populated from search, or enter manually)
Address Line 2 - Additional address information (e.g., suite, unit, floor)
City - The city or town (auto-populated from search, or enter manually)
State/Province - The state, province, or territory (auto-populated from search, or enter manually)
Postal Code - The postal or zip code (auto-populated from search, or enter manually)
If you change the Country, the address search will update to search within the newly selected country.
4. Save the Client
Review all entered information
Click "Save" to create the client
You will be redirected to the Edit page for the newly created client, where you can add client offices and make further changes
A success notification will confirm the client was created
Using Address Search
The Address Search field uses Google Places autocomplete to help you quickly and accurately enter the head office address:
Select the correct Country first — this restricts search results to that country
Start typing the address in the Address Search field
Select the correct result from the dropdown suggestions
The following fields will be automatically populated: Address Line 1, City, State/Province, Postal Code, and Country
Review the auto-populated fields and correct any details if needed
The search field clears automatically after an address is selected
You can also enter or edit all address fields manually without using the search.
Client Offices
Client offices cannot be added during client creation. After saving the client, you will be redirected to the Edit page where you can add office locations. Each client requires at least one associated client office.
Cautionary Notes
The Entity Name must be unique within your organisation — duplicate names are not allowed
The Client Code is limited to 3 characters and is used in naming conventions, so choose it carefully
All address fields marked as required must be completed before saving
The Email field is validated for correct email format
The Website field is validated for correct URL format (include https://)
Tips for Efficiency
Use the Address Search feature to save time and ensure accurate address data
Select the correct Country before using Address Search to get the most relevant results
Choose a meaningful Client Code that your team will recognise (e.g., first 3 letters of the client name)
Add a description to capture important context about the client relationship
After creating the client, immediately add at least one client office, as this is required for linking to projects and sites