Clients
This application represents businesses as Clients. Clients can then have any number of jobs performed for them. In order to create a job, a client must be present within the application. There are two ways to create a client:
- Client Management option menu
- Client Selection screen within the Job Form
The Client Management functionality is accessed from the Option menu, which is opened by selecting the options action button in the bottom left of the main screen. Once selected, the user will be presented with a list of Clients defined within the application.
There are three primary functions within Client Management:
- Add Client
- Edit Client
- Delete Client
Client Entry Form
To add a client, select the “Add” button at the top of the Client Management or Client Selection screens.
To edit a client, select a Client from the list of Clients within the Client Management screen or “Left Swipe” the Client on the Client Selection screen, and select the Edit action.
The Add/Edit Client window contains the following entry options:
- Name - This is the name of the client. This name will be displayed as a grouping header on the main page of the application. Note: The application requires clients to have unique names.
- Extra Data – This value represents the extra data that will be collected by the application when time is entered against a job. Some common uses for this field are to collect things such as “Work Order” numbers, “Project” numbers, “Categories”, etc. The value that is entered here will be displayed as a header for data to be collected within the Time Entry form.
- Rate – The purpose of this field is to capture the billing rate (dollars per hour) for the client. This value will be used as the default billing rate when creating a new time entry. Note: the rate can be adjusted on a per time entry basis within the time entry edit window as well.
- Billing Increment - This field is used to determine the billing increment, which will be used to round time that is recorded. For example, if the billing increment were set to 30 minutes, and a time entry were entered for 2 hours and 20 minutes, the customer would be billed for 2 hours and 30 minutes. Note: within the application, the time shown will be the exact time entered, while the time recorded within the various reports will be the rounded time so that customers are only exposed to the billed time.
Note: The Extra Data, Rate and Billing Increment fields are only displayed in applications where the Time Feature is enabled.
Deleting Clients
To delete a client, “Left Swipe” on the client row in the list of clients on the Client Management screen. A dialog will be raised asking you if you want to delete the specified client. Selecting the Delete option will delete the Client, all associated Jobs, and all associated Expense, Time, Mileage and Payment entries. If you decide not to delete the client, pressing cancel will cancel the deletion.
Warning: Once the client and related jobs are deleted, the only way to recover data is from a previous backup of the data.