How to Add a Client in JobBag
How to Add a Client in JobBag
Use this process to create a new client record in JobBag, either as a business or an individual.
Step 1: Start a New Address Book Entry
Navigate to: JobBag Menu > Address Book > New
Select Business or Individual:
- Business: A company or corporate entity
- Individual: Sole trader, employee, or individual contact
- Select Address Book Entry Type > Client
- Enter the company name and address (for business) or individual name and address (for individual clients)
Step 2: Complete Client Information
| Field Name | Description |
|---|---|
| Country of Origin | The country in which your client resides |
| Display Name | The name you want displayed in JobBag |
| Code | Auto-generated by JobBag; can be manually changed |
| Related Party | Tick if the client is a related party as defined by accounting policy. Used for reporting sales to related parties |
| Bank Account | Optional client bank account information. Used for refunds if required |
Details Section – Business Contact Information
| Field Name | Description |
|---|---|
| Parent Company | Link this client to a group head office. Enables group reporting and setting charge-out rates for the group |
| Keywords | Additional classification to help search and report on selected groups of clients |
| Notes | Enter any special notes or instructions about the client |
| Default Account | Default account used for processing client receipts |
Client Record – Client Section
| Field Name | Description |
|---|---|
| Division | Defaults to the current division, can be changed if multiple divisions exist |
| Arena | Allows grouping by sector or brand for reporting |
| Job Prefix | Auto-generated based on client name; can be manually changed |
| Payment | Number of days for client payment. Can be from invoice date or end of month |
| Email Quotes To | Specify recipients for client quotes |
| Email Invoices To | Specify recipients for client invoices |
| Allowed Kinds | Limit the types of kinds usable for this client’s estimates or invoices |
| Account Executive | Assign an employee as account executive |
| Account Director | Assign an employee as account director |
| Service Fee | Optional service fee applied to client estimates and invoices |
| Credit Limit | Set a credit limit for the client |
| Terms | Set trading terms for the client |
| Allowed Job Types | Limit the types of jobs assignable to this client |
Step 3: Save the Client Record
- Create and Add a Contact: Saves the client record and opens a window to add client contacts immediately.
- Create: Saves the client record. Client contacts can be added later.
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Please contact support 02 8115 8090 or email support@jobbag.com