In this article, you will learn how to manage sub-clients in Workiz.
What is a sub-client?
A sub-client is a client that is managed or was provided by another client (parent client). Creating sub-clients in Workiz allows you to easily manage and keep track of complex business relationships between your customers. Sub-clients are created when assigning a parent client.
Creating a sub-client is a useful tool when working with a client who is managed or provided by another client. This is common for:
Real estate agents
Any other scenario where the invoice is sent to somebody other than the client who received the service
To learn more about how to assign a parent client, please see this article.
How to manage a sub-client
After assigning a parent client, the sub-client will be featured on the parent client’s profile page. From here, you can view the number of jobs and due balance per sub-client.
Note: The finance widgets at the top of the parent client’s profile page (e.g., Due, Past due, Total revenue, etc.) will now include the balance from the sub-clients.
Creating new jobs, leads, estimates, and invoices for sub-clients
You can create new jobs for sub-clients as you normally would, except now you can search for a specific sub-client by entering the parent client’s name. Entering the parent client’s name will provide you with a list of all the related sub-clients, as well as the parent client themselves.
New jobs, leads invoices, and estimates can also be created directly from the Sub-clients tab on the parent client’s profile page.
Need more help? See related articles below: