In this article, you will learn about parent clients and how to assign them to your clients in Workiz.
What is a parent client?
A parent client is a client that oversees multiple other clients on your Workiz account. In Workiz, you can specify parent and sub-client relationships between your clients, making it easy to manage and keep track of complex business relationships.
Tip: If you’re using QuickBooks, you may already be familiar with this concept.
Sub-clients in QuickBooks will sync to Workiz as sub-clients. Likewise, creating sub-clients in Workiz will also sync to QuickBooks.
Who are parent clients designed for?
Assigning a parent 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
How to assign a parent client
From the sidebar navigation, select Clients
Select the client you want to assign a parent client to
Select Set a parent client and enter the name of the parent client for this sub-client
Note: In order to assign a parent client, the parent client must already exist as a client on your Workiz account.
(Optional) Select Parent client pays invoices
Tip: This ensures that invoices are automatically sent to the parent client for jobs linked to this 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 and leads 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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