The Clients tab

Each row shows the client's projects and hours this month. Open a client to see its projects (tap one to open it), and New project, Rename, Merge into another… (when the same client was typed twice; its projects move across) and Archive / Restore. Add client is at the bottom right. Only managers see clients; staff never do.

Example: Sam finds Coastal Homes and Coastal Homes Pty Ltd in the Clients tab. He opens Coastal Homes → Merge into another… → Coastal Homes Pty Ltd. All three of its jobs now total under one client in Reports.

← Create a project Add work types to a project →

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