Clients
A client record does two jobs. Its phone numbers and email addresses tell the phone app which calls and messages to capture. Its rate and address go on invoices.
Adding a client
Click Add Client. Only the client name is required, but the record is far more useful with:
- Phone Numbers: add every number the client calls from, including mobile and office lines. Numbers without a country code are read as belonging to the country set under Account.
- Email Addresses: comma-separated. Email sent to any of these is matched to this client.
- Hourly Rate and Currency: used to price entries and invoices.
- Company, contact name, website, address, Tax ID: printed on invoices.
- Notes: internal, never shown to the client.
Changes reach the phone on its next sync. If you have just added a client and immediately call them, the phone may ask the server for a match on the spot, so the call is usually still captured.
Bulk entry from your phone
The quickest way to create many clients is Import Contacts in the app, which brings over names, numbers, and addresses in one go. Rates and billing details are then filled in here. See Clients and contact import on the phone.
Deactivating
Clients are not deleted. Deactivate hides a client from pickers and stops new matching; their time entries and invoices are preserved. Activate brings them back. If a deactivated client turns up again in a contact import, the import reactivates the existing record rather than creating a duplicate.