Adding a New Client

Here are easy steps on How to Add a New Client to your EasyEviction account.

EasyEviction is a simple and effective service that will help you keep track of clients, add tenants, and manage your rental properties. Whether you are a landlord, property manager, or real estate investor, EasyEviction is the perfect solution to help you stay organized and up-to-date with your rental business.

In this article, we'll show you how easy it is to add clients to your EasyEviction account. With just a few clicks, you can be on your way to a successful and efficient rental business.

Step 1: Go to your EasyEviction Dashboard

Click the "Add Client" widget to add a client to your EasyEviction account or 
Click the "Create a New" button.

Step 2: Fill out the Add Client Form

The Client Identifier is a series of letters and numbers meant to identify the client and prepend any case numbers to find cases easier. For instance, if a client’s identifier is set to EZ, then their first case number will be EZ-1, and so on.

The Identifier is an auto-generated Company Name's Acronym. You may edit the letters to suit your preference or whenever it has been already taken as shown below. It is used to quickly locate the client's information when being searched. ​​

Note: You can only use letters and numbers to edit the Identifier and can only be edited in the "Add Client" Form.

 

Scroll down to fill out the Invoice Details and County Override Rules​

Step 3: Click the "Save" button

After filling out the required details, click the Save button to proceed.

Step 4: Client: Open Evictions 

The new client's details can be edited by clicking the pencil icon on the left pane of the page. ​

And that's it! With EasyEviction's simplified client management, you'll be ready to streamline your rental business and boost efficiency in no time.


For any inquiries or further support, please contact our team at your convenience.
 

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