The Clients page is your starting point for loading information about the farms, factories, wineries, pack houses, etc you plan to track work at.
Tātou Terminology Review:
Client = A group of locations (properties).
For a Contractor: This can be a grouping of Client properties
For a Grower: you can use Client(s) to have:
All your properties under 1 Client - Your Organisation, or
Use Clients to group different properties based on your organisation’s management structure for example:
North Island Vineyards vs South Island Vineyards
or by Business Unit
| Tip |
|---|
Pro Tip - When deciding how to set up Clients, Locations, and Blocks - think about how you direct employees where to go. When Jobs are created in the Field App employees are asked to Select:
Before starting a Job, so these need to make sense to your employees, to ensure Jobs are accurately entered in the app. |
| Tip |
|---|
Pro Tip - use the |
...
|
Key Features:
Bulk Import Client Information: Using templates provided, or a Client Export, Users can use the “Import” button →
← to add new information or update existing information on your organisations:
Clients → | Locations → | Blocks → | Rows |
|---|
| Info |
|---|
When Bulk Importing Client Information you can either “SKIP EXISTING ROWS” or “UPDATE EXISTING ROWS” depending on what information you are uploading. |
| Note |
|---|
Be extremely careful with formatting of files before upload - if numbers are used for names of Blocks or Rows unintentional decimal places in the upload file may cause duplicates to occur. |
| Warning |
|---|
Not all Columns are required to be filled out in the upload template, but if required fields are missing the data will not be uploaded. Review Bulk importing Clients, Locations, Blocks & Rows for detailed information on what columns require data. |
Edit Client Information: Clicking the
will open the Clients Page where users can edit Client Information and displays a list of all Locations for that Client.Client Status: Client’s can be set to ACTIVE or INACTIVE status. This feature allows users to remove Clients from view within the system either temporarily or indefinitely.
Client Access: Contractors can allow restricted access to their Clients, which allows Contractors to Review and Approve Jobs and Invoices. When Clients have been granted access a
icon will appear by the Client name to show they have access.
...
Related Topics:
...
Jobs Menu → Reviewing and Editing Jobs in the Office App
...
...
...
Operations Menu → Scheduled Tasks
...