Clients

This is where you manage your clients (customers) and their key contact/s. Each client can have one or many projects added to it. If there are any inductions and competencies that are required by workers for all of that client’s projects, you can add them here.

Client list

  1. Click Clients & Projects > Clients to see a list of all your clients.
  2. Start typing in the search bar to filter the list or search for a specific client/s, e.g. by ID, name or by client tag.
  3. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  4. Click the context menu (3 dots) to click on the Edit button next to a client to see the details for that client.
  5. Click the context menu (3 dots) to click on the Journal Entries button next to a client to manage journal entries.

Edit a client

  1. Click Clients & Projects > Clients > Edit to view and/or update details for an existing client.
  2. Click the Details tab (this will be selected by default).
  3. Change the client name. This will appear on reports, fieldworker allocations, and client drop-down lists in other Dashboard screens.
  4. Click on the Client Active toggle switch to change the client from active (white) to inactive (blue), and vice versa. If a client is inactive it will move to Archived Clients.
  5. Enter an external ID for this client (optional). This is usually used for importing data from external systems. If you’re not sure what this is, just leave it blank.
  6. Add or remove any client-specific inductions (optional) that are required by workers for all orders for this client. Click and select from the drop-down list to add, or click the X to remove. OR Click on the + Add New button to open a popup box where you can add a new induction, then select it from the drop-down list. The new induction will be added to the Inductions list.
  7. Add or remove any client-specific competencies (optional) that are required by workers for all orders for this client. Click and select from the drop-down list to add, or click the X to remove.OR Click on the + Add New button to open a popup box where you can add a new competency, then select it from the drop-down list. The new competency will be added to the Competencies list.
  8. Add or remove one or more task groups (optional) if you want to restrict the tasks and assets available for this client’s orders and timesheets. Click and select from the drop-down list to add, or click the X to remove.OR Click on the + Add New button to open a popup box where you can add a new task group, then select it from the drop-down list. The new task group will be added to the Task Groups list. If you leave this blank, all tasks and assets will be available for the client’s orders and timesheets.
  9. Add or remove one or more client tags (optional) from the drop-down list. Click and select from the drop-down list to add, or click the X to remove. OR Click on the + Add New button to open a popup box where you can add a new client tag, then select it from the drop-down list. The new client tag will be added to the Client Tags list.\
  10. Add or remove one or more contacts (optional) for this client. Click and select from the drop-down list to add, or click the X to remove. OR Click on the + Add New button to open a popup box where you can add a new contact, then select it from the drop-down list. The new contact will be added to the Contacts list.
  11. Click the + ADDITIONAL INFORMATION button to display additional (optional) fields if you want to add or update ABN, email, phone or address details, or general comments relating to this client.
  12. Click Save when you’ve finished making changes. You will see a message to confirm that the client has been saved.

View documents for a client

  1. Click Clients & Projects > Clients > Edit to view and/or update details for existing documents for this client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click on a document image to view the detail. Here you can rotate the image and/or print the document detail. Click Close when you’re finished.
  4. Click the email button next to a document in the list to email the document file attachment.
  5. Click the Copy Link button under a document attachment to open a popup showing the URL address of the attachment. Click on the clipboard icon to copy the URL to your clipboard so you can paste it somewhere else. Click Dismiss when you’re finished.

Email client documents

  1. Click Clients & Projects > Clients > Edit to view and/or update details for existing documents for this client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click on the email button next to the file attachment.
  4. You will see a popup email window.
  5. Enter one or more email addresses in the To box, with a comma in between each email address if more than one.
  6. Enter an email subject and message to send with the attached document.
  7. Click the Send button when you’re ready to send the email.

Add documents for a client

  1. Click Clients & Projects > Clients > Edit to view and/or update details for an existing client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click Add new Client Document to add a brand new document for this client.
  4. Select a document from the drop-down list.
  5. Click in Expiry Date to select an expiry date for this document from the calendar box (if applicable).
  6. Click in Alert Date to select a date to trigger an expiry alert for this client document (if applicable). The default alert date is 2 weeks before the expiry date.
  7. Click on the Choose File button to browse your files and attach a document or image of the document.
  8. Click on the Disable toggle switch to change the document for this client from active (white) to inactive (blue), and vice versa. If a document is inactive it will appear as disabled in the documents list for this client and it will not trigger any alerts when it expires.
  9. Enter a comment for your own reference (optional).
  10. Click Save Client Document when you’ve finished creating this new document for the client. You will see a message to confirm that the document has been added.  You can always come back and edit the document later.

Edit documents for a client

  1. Click Clients & Projects > Clients > Edit to view and/or update details for an existing client.
  2. Click the Documents tab to view a list of documents for that client.
  3. Click the Edit button next to a document in the client’s document list to view and/or update details for an existing client document.
  4. Click in Expiry Date to change the expiry date for this document by selecting a date from the calendar box (if applicable).
  5. Click in Alert Date to change the expiry date for this document by selecting a date from the calendar box (if applicable).
  6. Click on the blue email button to email the document file attachment.
  7. Click on the red ‘-‘ button to replace the document or image of the document, then click the Choose File button to browse your files and attach a different document or image of the document.
  8. Click on the Disable toggle switch to change the document for this client from active (white) to inactive (blue), and vice versa. If a document is inactive it will appear as disabled in the documents list for this client and it will not trigger any alerts when it expires.
  9. Click Save Client Document when you’ve finished making changes. You will see a message to confirm that the document has been updated.
Did this answer your question?