Clients
The Clients module maintains the catalog of companies you provide security services to.
Add a client
Go to Clients → New client. Fill in: company name, tax ID, address, and primary contact. Save.
Client status
| Status | Meaning |
|---|---|
| Prospect | Initial contact, no contract yet |
| Active | With active service |
| On hold | Service temporarily suspended |
| Inactive | No active service |
Each status change is recorded in the status history with date and reason.
Relationship with Operations
Clients are directly linked to work sites. When creating a site, you select which client it belongs to — letting you know at all times which guards are providing service to each client.