New client

Draft saved

Who's the client?

Start with the ABN. We'll fill in the business details and check whether they're already in Xero, so you never end up with duplicates.

Client type

Company

Strata / body corp

Government

Individual

ABN (optional for individuals)

Or type the details in manually below.

Legal name

Required for tax invoices.

Display name

This is how the client appears across KeptSafe.

Billing address

Needed for invoices.

Accounts email

Invoices are sent here.

We'll add this as the client's accounts contact automatically.

Payment terms

Client needs a purchase order number on every invoice

Quote approval for this client

Controls whether quotes raised in the field go to the office before the client sees them.

Sites

Add each building you'll service. Each site follows the compliance rules for its own state.

Contacts

Add each person once, then choose which sites they look after. Portal access is free for every contact.

Compliance

Tell us what you know now. The site survey fills in the rest, asset by asset.

Book the initial site survey

The technician walks the site, maps assets on the floorplans and tags them with stickers. After that, maintenance schedules are generated automatically.