Video walk through




Step by Step Directions


1. Navigate to the NETWORK menu then the Clients tab 

2. Click ADD

3.Type in Client Name then select Account Manager from drop down menu

4. Click ADD

5. You will be direct to the Client Details page to fill in all appropriate fields

Set Office Location


Set Rate Configuration default


Set Status

  •  Active - Will allow administrator to create orders
  • Inactive - Will NOT allow administrator to create orders 
  • Prospect - Will allow administrator to create orders 
  • Do Not Staff - Will NOT allow administrator to create orders or client to use Online Job Order Form


Set Bill Location and set default Work Location - Scroll down to Locations to add


Set Parent Client - Optional 


Set Department - Optional


Set Note - Any administrator can add, modify or delete entry


Set Crew Note - This will be shown to the Crew Member as a Job Description


Add Social Media information - Optional - Click the Gear icon to add (located next to CLIENT DETAILS)


Add Contacts - Adding client contact information does not give clients access to your portal

  • First Name
  • Last Name
  • Email
  • Title
  • Phone
  • Extension
  • Alternate Phone
  • Note


Add/Create Users - Creating a client will grant access to your portal 


Set Crew Member Preference - Click HERE for more information


Attach internal Documents - Only administrators can view document attachments


Add internal Notes - These notes cannot be deleted