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.