Clients
Overview
Clients are organizations or individuals that you do business with. In Workmax, you can create and manage client profiles to keep track of important information such as contact details, time tracking, expenses and many more. This allows you to easily manage your client relationships and provide better service to your clients.
Why Use Workmax Client Management System?
Workmax Client Management System offers the following benefits:
- Organization: Keep all client information in one place for easy access and reference.
- Communication: Store contact details and communication history with clients for better relationship management.
- Project Management: Associate clients with projects and track project progress and expenses.
- Billing: Track billable hours and expenses for each client to ensure accurate billing.
- Reporting: Generate reports on client activity, project progress, and billing information.
Features
Workmax Expenses offers the following features:
- Add a Client: Add a new client to the system for tracking and management.
- Edit a Client: Edit an existing client profile in the system.
- Delete a Client: Delete a client from the system.
- Add a contact to a Client: Add a contact person to a client profile.
- Remove a contact from a Client: Remove a contact person from a client profile.
- Add Team Members to a Client: Add team members to a client profile for project management.
- Remove Team Members from a Client: Remove team members from a client profile.
Examples
Here are some examples of how you can use Workmax Client Management System:
- Client Profiles: Create client profiles with contact details, project information, and billing details.
- Client Communication: Store communication history with clients for reference and follow-up.
- Project Management: Associate clients with projects and track project progress and expenses.
- Billing: Track billable hours and expenses for each client to ensure accurate billing.