Step 1: Select the tab labeled People from the navigation menu and select Clients from the drop-down menu.
Step 2: From the clients page, click the blue tab labeled Create client.
Step 3: On the new client page, complete the first portion of the form by filling in primary client contact details. Primary contact will receive all documentation sent on dispatch unless different contacts are set in the Report, Billing, and Defect Quoting tabs
Report tab
Provide information that will help generate automated reports according to client preferences. If contact or CC email addresses are input in this section, reports will be sent to this address instead of the primary contact.
Manual reporting required | Tick the box if reports should be manually generated rather than automatically generated for this client. This can be if the customer needs them to be sent by post. |
White label report | Tick the box if you wish to send reports with no header or footer. |
Merge PDF | Tick the box is you wish to merge all report PDF's into one file when sending for simplicity sake. |
Billing tab
Set billing preferences specific to this client. If contact or CC email addresses are input in this section, invoicing will be sent to this address instead of the primary contact.
Manual billing required | Tick the box if you wish invoices to not be generated automatically. |
Fixed price contract | Tick the box to signify that the client is on a fixed price contract, prices should not be adjusted for CPI automatically. |
Billing card | Search billing cards and add it against the client to whom you will be sending the invoice to. |
Defect Quoting tab
Set defect quote recipient information and reminder settings. If contact or CC email addresses are input in this section, defect quotes will be sent to this address instead of the primary contact.
Auto-Reminders Enabled | Tick this for the recipient to receive automatic reminders for submitted quotes that are yet to be approved. |
Quoting requirements | Fill out this field if the client has special requirements regarding defect quoting. |
Purchase orders tab
Input to decimal value here if you want to charge a markup against this client for orders orders raised from the task.
Step 4: Once completed, click Save client