Set up company clients and their sites
A property manager, a builder or an office: the company name, the billing contact who gets the invoices, and each site with its size and on-site contact.
A client can be a company: a property manager, a builder, an office. Add the company name and the billing contact who pays the invoices. Then add each site with its own address, size and who to ask for.
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1
Open the client
In the menu, tap Clients and open the client.
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2
Mark it a company
Under Company, tap This client is a company and type the Company name.
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3
Add who pays
Add the Billing contact, Billing email and Billing phone, then tap Save. The billing email gets a copy of every invoice.
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4
Add each site
Scroll to Places and tap Add a place. Add the name and address, the Square feet and the On-site contact with Their phone, then tap Save place.
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5
Book at a site
When you book this client, pick the site under Which place. Your partners see its address and who to ask for.