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Client details can be imported or added to Timestead for your quick reference when navigating through the system.
The last 4 items, Monthly hours, Price Matrix, Notes and Notify, are briefly explained here below:

Monthly hours – Enter the contracted /committed number of hours (retainer) per month for the client.

Notes – This field can be used to record any notes on clients account.

Price Matrix – Enter the name of the Price Matrix (previously created) you wish to assign to client.

Notify – Enter “Yes” if you wish to notify client every time a job sheet is closed, or “No” if you do not wish to notify client with every jobsheet closed but you prefer to send a report at the end of month or specific period.
Once created, the client file will include 2 additional sections:

  • Client’s Calendar – for fast review of related events relating to client.
  • Representatives – to store details of various representatives within the same client.


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