Client Folder - Projects

Is it possible in the app to track clients and projects separately?
Example:

So we do a lot of work for BOB (Client) we mow lawn, but then we also build a patio and retaining walls.

I need to track the weekly mowing for the 6 weeks we do the other project and track that project as well. all the same client but different billing rates and different employees for the mowing and project.

possible solution:

Client Folder - Projects

Also make it where we can assign employees to a project. And notify a manager for anyone (not assigned) that enters the project area for more then a set time (15mins but is adjustable) so we don’t miss anyone new or coming by to help finish up a job.

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Upvoters
Status

In Review

Board

πŸ–₯️ Web version feedback

Date

5 days ago

Author

Casen Largent

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