Clients
This application represents businesses as Clients. Clients can then have any number of jobs performed for them. When this application was installed, a “Default” client was created, which ensures that all jobs are associated with a client. The Client management functionality is accessed by first selecting your device's “Menu” button, then selecting the “Clients” button. Once selected, the user will be presented with a list of Clients defined within the system.
There are three primary functions within Client Management:
- Add/Edit Client
- Edit Client
- Delete Client
Add/Edit Client
Both the Add Client and Edit Client functionality take you to the same screen within the application.
To Add a Client, select the “Add” button at the top of the Client Management screen.
To Edit a Client, select a Client from the list of Clients within the Client Management screen.
From the presented screen, the user is able to modify the following items, all of which are required:
- Name – This is where the client name will be entered. This name will be displayed as the header grouping on the main page of the application. Note: The application requires all 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 editor window.
- 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 that the rate can be adjusted on a per time entry basis within the time entry edit window as well.
- Billing Inc. - 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 that within the The application 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.
Anytime changes are made to the client window, pressing the “Save” button or “Back” button will save the changes to the client. Selecting the cancel button will discard any changes made to the client.
Delete Client
To delete a client, from the Client Management screen, long press on the Client that you wish to delete. When the menu is shown, select the Delete option. Once you select the delete option, the application will prompt you as to whether or not you are sure you want to continue. Additionally, if any Jobs are still associated with the Client, The application will list the different jobs that are to be deleted along with the Client. By continuing, the Client, all associated Jobs, and all associated Job Expenses, Time, and Mileage will be deleted.
Warning: Once the client and related jobs are deleted, the only way to recover data is from a previous backup of the data.