Clients overview [in-depth guide] – Workamajig

Clients screen

The Clients screen allows you to view client information at a glance & drill down into specific client records. It can also be used for reporting purposes. Access to view client information is controlled by security settings.

Navigation

Menu > Billing > Clients

Main view

The Client listing screen consists of 3 sections: 1) search options, 2) results grid, and 3) client details.

Search options - allows you to set filters prior to running the report.
Results grid - allows you to define the column displayed.
Client details - by selecting a client in the results grid, this section allows you to quickly view company info, projects created for the client, invoices created for the client and receipts.
NOTE: the ability to view the different tabs is controlled by security group settings.

See the Billing > Clients [guide] for more info.

System setup

Security settings

Menu > Admin > System setup > Global options > Security settings

Here you can find security rights that allow users to access companies and or edit client details.

Transaction preferences

Menu > Admin > System setup > Account information > Transaction preferences

There are default settings here for how you want new companies & clients to be created.

See the System options > Security settings [in-depth guide] and System options > Transaction preferences [in-depth guide] for more info.

Add/edit clients

Menu > Billing > Clients > double-click the selected client from the results grid.
Depending on security group settings, you will be allowed to edit select fields.
You may also access client records via Menu > Sales > Company.

See the Client setup [guide] for more info.

Parent & child clients

You can establish a billing or reporting hierarchy of your clients based on specific needs.

For example, if you need to send invoices to two different addresses and/or have two different contacts, based on some kind of division within the client. Then using a parent & two child clients can help make this process more streamlined.

See the Parent clients [in-depth guide] for more info.

Markups

You can establish markups for labor and/or expenses in a variety of ways to then invoice your clients.

The first step is to determine where you want markups to originate from. Such as rate sheets or a flat rate from the project, for example.

For labor, see the Get labor rate from [in-depth guide] for more info.

For expenses, see the Get markup from [in-depth guide] for more info.

Client credit card processing

With the help of some third-party features, you can email invoices to your clients for them to pay online.

See the Client credit card processing [in-depth guide] for more info.

Projects

Once you have a client set up in your system, you can then start creating projects for them.

See the New project [in-depth guide] to begin.

Billing

Once you have a project created, you can then bill those projects on client invoices.

See the Billing role in Workamajig [overview] guide for the many ways to bill out of Workamajig.

Reporting

And last but not least, once you have project & billing workflows established. You can then run various reports to see how your active projects are doing. Print or email client statements for open invoices. And even run revenue & resource forecasting reports.

Here is a list of the more common reports.

Client profit & loss (detail view) [in-depth guide]

Client profit & loss (multi-view) [in-depth guide]

Client statements [in-depth guide]

Project budget analysis [in-depth guide]

Revenue forecasts overview [in-depth guide]