Any new work should be opened as a job ticket, as it happens. A job ticket can be opened anytime after it is conceived, and certainly before the work begins. It's important to open new jobs as soon as possible, since purchase orders and time can't be tracked without a job number.

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Clients are the most essential part of your Clients & Profits X database for a simple reason: A job ticket can't be opened without one.

Clients can be added with as much or as little information as you want. Only the client number and organization name are required to save a new client. Everything else can be added later. The client number will be used to identify the client throughout Clients & Profits X. A short and meaningful three-letter code is most commonly used so that it is easier to enter and to remember, but up to ten letters can be used. The client's organization name will be the one the client sees on printed reports, invoices, and estimates.

Once the client is added and saved, it can be seen and used immediately by other users. The client’s account information can be changed anytime. New clients can also be added while you’re working elsewhere using the client’s List Report.

🔹To see and use client accounts, choose My > My Clients

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Listen to a podcast about how to get the most out of Clients & Profits's most useful project management features (5:06 mins)

📎 Once the client is added and saved, it can be seen and used immediately by other users. The client’s account information can be changed anytime. New clients can also be added while you’re working elsewhere using the client’s Lookup List.

TO ADD A NEW CLIENT ACCOUNT

1️⃣ From the Client Dashboard, click the Add toolbar button.

2️⃣ Enter the new client's ID/number and organization name.

It should be a unique number that will be used to identify the client in Clients & Profits. The customizable number should be no more than ten digits long. Numbers and letters can be used in any combination.

3️⃣ Enter the new client's mailing address, web site, and key contact's name, email, and best phone number.

The client's organization name and address will appear on printed estimates and invoices. A separate billing address can be added in the Billing Information window if it differs from the client's mailing address

4️⃣ Enter this client's AE/team initials/name, and the (optional) Biz Dev exec's initials.

This is the account executive or team assigned to the client. Various job reports can be printed by AE/Team.

5️⃣ Enter the remaining client account details:



6️⃣ Enter an (optional) account note, which is only for internal use (i.e., clients don't see it).

7️⃣ If this client is just a prospect, choose an account status from the dropdown menu.

8️⃣ Copy-and-paste an optional client logo.

9️⃣ Click Save.

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TIPS

📌 Use the status pull-down menu to choose the client's status. Clients can be selected as an active, inactive, hot lead, prospect, curious, or cold call client. Inactive clients don't appear on the Client Lookup List and can't be used when adding new job tickets. The client window, Client Lookup List, and client labels can all be printed for one client status or all.

📌 When a client is assigned to a division, it can be combined with other clients belonging to the same division on reports, estimates, invoices, and client statements. The client code entered here is the master client account and the one who's organization name will appear on printed reports, etc.

📌 If a client is added for time tracking purposes only, they can be marked as an in-house client. Their time won't appear on Client P&L statements.

FAQs

💬 Can I delete a task from the Add/Edit window? No. To delete a task, close this windowFrom the Task Table window, click on a task then click the Delete toolbar button. A task can be deleted from the Task Table as long as it isn’t used on any job.

💬 Can I change the staff member's initials? Yes, the Re-number utility will change all of a staff member's time entries, job tasks, etc. automatically. If the staff member also has a vendor account (which is used for expense report reimbursements) it will be renumbered as well.

SEE ALSO
How to do estimates
Task Table FAQs

EXPLAINERS
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