How does the Client Management page work?

The client page has two tabs/pages and when you first signup, it will look similar to this:

Clients

Clients tab/page lets you find a client from the list of already signed up and happy clients to send dockets straight to their mobile apps. This allows for a quick in app notifications and dockets approvals.

In order to connect with your clients, you will have to find them in the list by clicking “Find Client” as highlighted on the above picture. A pop-up search bar will appear and you will have to enter the name of your clients company and click “Add Client” to send a request to connect. 

Your client will receive a notification on their backend system, once they have accepted your request, you will be able to send each other dockets on the mobile apps.

Custom Clients 

If the clients you are working with are not already using Record Time, you have the option to add their email address and company details on the “Custom Clients” tab/page. The details you enter for your clients such as their full name, email, company name and address will be used to send dockets and invoices via email.