Register clients

The client is the company or the person the work order is done for. You register and maintain clients on the Clients page of the administrative panel. The work order points at a client, and the report prints their details.

1. Register a client

1. Go to Clients and click New client.
2. Fill in Contact name. It is the only required field.
3. Fill in what you have: Company, Phone, Email, Document (tax ID), City and Address. The document accepts digits or letters only; dots and dashes are removed on save.
4. If you have more than one organization, use Organizations to pick which ones the client appears in. All my organizations covers the ones you create later.
5. Click Save. The screen confirms with Client created.

2. Find a client

The Search by name, company, city or document… field filters the list as you type. To search by document, type at least 4 characters, with or without punctuation.

3. Edit or delete

On the client’s row, use Edit to open the same form as the registration, or Delete.

Delete asks for confirmation and cannot be undone. A client that already has work orders cannot be deleted: the screen answers Error deleting client. Keep the record; the old work orders need it.

4. Import several clients at once

1. In Clients, click Import.
2. Click Download template to get the spreadsheet in the right format.
3. Fill in one row per client. Keep the column names from the template: nome is required; empresa, telefone, email, cidade, endereço and observações are optional. The English names name, company, phone, email, city, address and notes also work.
4. Paste the contents or upload the file (CSV or Excel). If you have more than one organization, use Share with organizations to choose where the clients go.
5. Check the preview: each row shows as Valid or with the Issue described.
6. Click Import, which shows how many rows will go in.

A client that already exists is skipped, and the summary at the end says how many were created and how many were skipped.

5. Where the client shows up

• When creating a work order, in the client field.
• In the report, in the fields Nome do cliente, Empresa do cliente, Cidade do cliente, Telefone do cliente and E-mail do cliente, when the checklist’s report includes them. Those field names appear in Portuguese in the report builder whatever language you use the panel in. See Build the report for a checklist.
• On the Dashboard, under Top Clients, with the number of work orders in the period.

What next

• Register assets
• Create and assign a work order