Clients
To add a Client to Job Book, click Create New on the Client card on the dashboard.
Company Name
The name of the client that can be selected in a Job.
Website
The URL of the client’s website (if any).
Client Type(s)
One or more ‘client type’ that can be searched later in Job Maps.
Rate Sheet
The default Rate Sheet that is used for new Jobs for this client.
Contacts
Client contacts that can be added to Jobs for this client.
Locations
Office locations for this client that can be selected for a Job for billing.
Active
if checked, this client can be selected when creating a new job.