Adding a New Client

You can add clients directly to WorkGuru by clicking on New Client in the Actions menu from the client dashboard.

A new client has three tabs of information to add as required:

• Overview Tab
• Contacts Tab
• Customer Prices Tab

When adding a client, only the client Name is required to save the record. However, the more data you can add in your client records, the more automation and reporting WorkGuru can provide. Generally the client name is a company, with the contacts being the people.  However, their is no issue creating a client as an individual if required by your workflow.

Overview Tab

In the overview tab, fill out the following fields and click Save when complete:

• Name - Client name, usually the company name.  (Required)
• Tax No/ABN/VAT - Client's company number.
• Billing Client - Invoicing client.  This is the client that will be invoiced for any invoices raised for work done for this client.  eg you can invoice a head office if completing work for a franchisee.
• Client Code - A reference for the client, usually used when migrating from a previous system. This number is not used by WorkGuru or Xero.
• Price Tier - Assigned pricing tier to determine which sell pricing the client on quotes, projects and stocksales.
• Currency - The Currency in which you use to work with the client, this will be applied on projects where for the client
  
• Client Tax Rate - Apply specific tax rates to client
• Credit Terms - Payment terms either number of days or end of month.
• Email - Client company email
• Website - Client website
• Phone - Client landline number
• Fax - Client fax.
• Default Invoice Template - Select the invoice template to use for this client.
• Default Quote Template - Select the quote template to use for this client.
• Address 1 - Client street address
• Address 2 - Client street address
• Suburb - Client suburb
• City - Client city
• State - Client state
• Postcode - Client postcode
• Country - Client country
• Custom Fields (Optional) - Any custom fields that you have created and assigned to the client section will display below the default client fields.

Contacts Tab

To add a contact to the client, click the Contacts tab. A client can have multiple contacts.

Click Add Contact and fill out the following fields in the added row:

• FirstName - Contact first name
• LastName - Contact last name
• Email - Contact direct email
• Phone1 - Contact landline number
• Phone2 - Contact mobile number
• Position - Contact role/position
• Notes - Contact notes

Repeat the Add Contact process to add multiple contacts as required.

Customer Prices Tab

The customer prices tab is another tool you can use to set specific product pricing for specific products. This pricing will override any other pricing method, including pricing tiers. This pricing tool is best used when you only have a handful of SKUs that you need to provide specific pricing for. If you need to providing discounting over a larger number of products, it is more advantageous to do this via a pricing tier.  

NOTE:  The product must exist in your WorkGuru product list to assign customer specific pricing to. You can also bulk import customer pricing.

To add customer specific pricing, click Add Product and fill out the following fields in the added row:

• Sku - Search for the SKU of the product
• Name - Search for the name of the product
• Client Price - Enter the customers price exclusive of GST

Repeat the Add Product process to add multiple customer pricing as required.