Add, Edit, and Archive Job Costing Clients

The Clients section under Job Costing allows you to create and manage client records for tracking projects and job costing. You can add details such as client name, contact information, and address. Once added, clients can also be edited or archived when no longer needed.

To add a client

1. Navigate to Global Settings > Job Costing > Clients.

2. Click the three dots > Add button.

3. Enter the required details:

   • Code: Unique identifier for the client.

   • Name: The client’s company name.

   • Contact Name: Main contact person.

   • Phone: Client’s phone number.

   • Address: Client’s address.

   • Tags: (Optional) Assign tags for easier organization.

4. Click Save to finish adding the client.
   
    

To edit a client

1. Select the client you want to update from the list.

2. Click the Edit button.

3. Update the client details as needed.

4. Click Save to apply the changes.  

To archive a client

1. Select the client from the list.

2. Click the Archive button.

3. The client will be archived and no longer available for active assignments.