Add Client

Adding a new Client is simply just adding the information in the field below as shown in the picture.

If you are using mobile then you place a tick as shown, if not leave blank

If you want this client to appear on the mobile app, then tick to box "to be available on Mobile"

If you are going to sending marketing materials to this client, then you need to add the Y to Accept Promotional Materials (as shown). If not leave blank.

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• Add Client

  Adding a new Client is simply just adding the information in the field below as shown in the picture. If you are using mobile then you place a tick as shown, if not leave blank If you are going to sending marketing materials to this client, then you ...

• Add New Client

  Adding a new Client is simply just adding the information in the field below as shown in the picture. If you are using mobile then you place a tick as shown, if not leave blank If you are going to sending marketing materials to this client, then you ...

• Client Rates

  Select Setup, Jobs & Rates, Client Rates Suppose that you had an agreement with our test client "BESTY" to charge a flat rate irrespective of who went on the job and irrespective of when.  In the client column double click on the name required or ...

• Add Price

  Select Others - Pricing set up - Price file - Add price This will insert a line in the price file with a code of NEW. All of the other fields will be the same as the record which was current at the time you selected Add.  The purpose of this is to ...

• Add Price

  Select Purchase Order, New Purchase Order, Type item, Find price, Click Add.  This will insert a line in the price file with a code of NEW. All of the other fields will be the same as the record which was current at the time you selected Add.  The ...