Clients are the businesses and individuals you do business with. For internal use, these may be the departments within your organisation.
You need to create at least 1 client before you can create jobs.
To Add a Client:
Click Clients in the navigation menu of the left of the dash.
Click Add New
Add the Client company name, add them to a Group (if you have more than one) and click Save
Optional – Add Client Users:
You will now need to add Client Users. Client users provide 2 benefits:
- Your client users have the option of logging in – once logged in they may book jobs by themselves & view the entire backlog of jobs linked to them.
- You may specify a client user as a contact. Contacts will automatically be notified when you mark their job as complete.
To add a client user, click Add New under the Users section:
Give the Client a User Name and add their first & last names
Add the Clients email address, contact phone number and assign a password
Click Create User and the new Client User will be saved*
*If the “send password to user” box is ticked the password and User Name will be emailed to the client.
Optional – Add Notes to the Client User:
Once a Client is created you can add notes to their profile.
Click on the yellow icon in the right hand side of the Client List
Click Add New
Add the note text information about the Client
Click Save to keep or Cancel
Just one last step and then you can get started!