Workiz

In this article, you will learn about parent clients and how to assign them to your clients in Workiz.

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:

Any other scenario where the invoice is sent to somebody other than the client who received the service

- Property managers
- Warranty providers
- Real estate agents
- Any other scenario where the invoice is sent to somebody other than the client who received the service

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

(Optional) Select Parent client pays invoices

1. From the sidebar navigation, select Clients
 
2. Select the client you want to assign a parent client to 
 
3. Select Set a parent client and enter the name of the parent client for this sub-client
 
 
 
4. (Optional) Select Parent client pays invoices

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.

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/6044908-how-to-add-new-clients-in-workiz">How to add new clients in Workiz</a>

<a href="https://help.workiz.com/en/articles/6150491-managing-client-information">Managing client information</a>

<a href="https://help.workiz.com/en/articles/6368666-how-to-create-and-use-client-tags">How to create and use client tags</a>

- <a href="https://help.workiz.com/en/articles/6044908-how-to-add-new-clients-in-workiz">How to add new clients in Workiz</a>
- <a href="https://help.workiz.com/en/articles/6150491-managing-client-information">Managing client information</a>
- <a href="https://help.workiz.com/en/articles/6368666-how-to-create-and-use-client-tags">How to create and use client tags</a>

Learn more about what parent clients are and how to assign them to clients in Workiz.

What is a parent client?

Who are parent clients designed for?

How to assign a parent client

Managing sub-clients

Creating new jobs and leads for sub-clients