Prototype v28 · Clients · shows each client's quotes, invoices and POs from the other screens · fictional data All screens

Dashboard
Clients
Jobs
Schedule
Quotes
Purchase orders
Suppliers
Invoices
Templates

PS

Clients

Add client

Client	Sites	Main contact	Open quotes	Owing	Needs attention

Clients

Client portal

Sites

Contacts

Billing

Job	Type	Site	What	Visit	Status

Quote	Site	What	Total inc GST	Status	Updated

Invoice	Site	What	Due	Total	Owing	Status	Xero

PO	Supplier	For	Total inc GST	Status

Portal access

Can sign in to the client portal

Which sites can they see?

All sites, including any added later

Only these sites

They only see these sites' compliance, floorplans, defects, reports, quotes and invoices, and can only ask for a service there.

See what they see

Edit client

Display name

Renaming updates every quote, invoice and PO that belongs to this client.

Type

ABN

Billing address

Accounts email

Payment terms

Applies to new invoices. Existing due dates don't change.

Quote approval

Client pricing

% on price book

e.g. −5 for a 5% discount. Used for new quote lines.

Client needs a PO number on invoices

Service report template

Design templates in Templates.

Send service reports straight to the client

Off (the default): the office reviews each report before it goes out. On: reports are emailed to the site contact as soon as the technician finishes.