Getting started
The client section provides a centralized platform where you can easily create, organize, and manage all your client information and contracts. This feature allows you to store & access detailed client profiles, including contact details, service history, and contract terms, in one convenient location. Additionally, it simplifies client communication by providing a clear overview of each client’s specific needs, preferences, and requirements, helping you deliver tailored services.
By centralizing client management, you improve efficiency, enhance customer relationships, and ensure that all client-related activities are streamlined and well-coordinated.
Create a Client profile
Click on Clients on the sidebar
Select + New in the right-hand corner.
Fill in the information (yellow fields are mandatory)
Press Create
Client information glossary
Clients can have unique requirements. You need to add the client's information into the system. so it's important to go through and correctly set up their requirements.
Fatigue policy
A fatigue policy is the rules applied to employees to ensure they are sufficiently rested to reduce fatigue on shifts.
Setting the home depot
Clients are associated with a depot. If you are a user with multiple depots, this allows you to segment your clients so that the depot only sees its appropriate clients.
Cancellation Windows
The cancellation window is that the client can cancel a job before it becomes a late cancellation and charged.
Payroll Tax
Bookings for this client are exempt from payroll tax.
Non-billable client
By default, bookings for this client will not appear in the billable bookings.
Cash only client
A cash deposit is required before each booking can go-ahead.
Meal allowance options
Some clients require a unique meal and break the rules to be applied. These define how breaks are paid when employees are working for this specific contact.
Default rate schedule
The rate schedule is at what rates you charge your client. This is set up in billing. Once applied to the client the system can automatically apply these rates when generating invoices.
Note: You can override this on a per-project basis in the project detail screen.
Invoice payment term
The invoice payment term is the time from when the invoice is sent out to what due date to applied. Once set the system knows what due date to apply when generating an invoice.
Client ABN and billing details
These details will be applied when an invoice is generated for the client.