Add a client so you can build projects, orders, compliance, and reports under them.
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Before you start Clients are managed under Project Data > Clients. |
Setting up clients lets you build projects and orders under them, manage client-specific compliance such as safety or site inductions, and build reports to see your whole relationship with a client.
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Tip To set up many clients at once, use the Assisted Import instead of adding them one at a time. |
Add a client
- Go to Project Data > Clients.
- Click + Add New.
- Enter a Client name.
- Optionally complete the other fields, described below. For contact and address details, expand + additional information.
- Click Save Client.
Client fields
Several fields let you select an existing item or create a new one with + Add New.
| Field | Description |
|---|---|
| Client name (required) | The name of the client's business. |
| Client Active | Turn this on if you are currently doing business with this client. |
| External ID | Used for importing data from external systems. If you're not sure what this is, leave it blank. |
| Inductions | Any client-specific inductions needed to perform work on one of their projects. |
| Competencies | Any client-specific competencies needed to perform work on one of their projects. |
| Role (Task) Group | A group of roles made for this client or this type of client. |
| Docket Templates | A specific docket template to use when working with this client. |
| Docket Contacts | The contacts from this client who sign off on dockets. To send to contacts, make sure a custom print template is set up. |
| Contacts | Contact information for this client. |
| Tags | Client tags help you search for and group similar clients. |
| Additional information (expand + additional information) | |
| ABN | The business registration number that may be required for billing or taxes. |
| The best email address for the client. | |
| Office Phone | The client's business number. |
| Mobile | The primary mobile number for the client. |
| Address | Look up the client's business address. Suburb, state, and postcode fill in automatically. |
| Comments | General comments about the client. |