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 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 want this client to appear on the mobile app, then tick to box "to ...

• 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 a New Supplier

  Suppliers can be added from the main screen or in the Purchase order screen when adding in the supplier to the New Purchase order. Complete all details listed, email addresses are essential in order to send purchase orders electronically. Select a ...

• Job Initiate via Appointments (Add a new or existing job)

  Creating New or Add existing Job to the Job Appointment scheduler. The job can be directly scheduled to a site worker. On the desktop From the desktop main screen,  click on "Job Appointment Scheduler". To add a "New Job". Select the employee that ...

• 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 ...