Adding a client and contract

A client card, contact, contract period and rate per trip.

Steps

1. Open "Clients" and click "New client".
2. Fill in name, address, contact person, phone and email.
3. Attach the contract now and save. Right after saving, the system reads the start date, end date and rate, and highlights what it filled in.
4. Check the values and save. The list shows an "ending soon" badge 60 days before the contract ends.

Related guides

• Creating a route: stops, addresses and assignment — in one windowA client route, stops with an address from the list, and a regular driver and vehicle.

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