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:
Property management
Warranty providers
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.
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