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User Guides

Clients

Screen reference​

Clients represent organizations, companies, agencies, or entities associated with projects and work. They are a key dimension for organizing access, reporting, documents, tasks, and financial information.

What you can do​

  • Add clients from the Clients navigation panel when your permissions allow it.
  • Use the client form to capture standard and custom information required by your organization.
  • Classifying a project to a client helps EVX Software connect project work, reports, invoices, and documents.

Environmental consulting example​

A consulting firm can create a client for a government agency, a private developer, or an industrial facility operator.