Understanding and assigning parent clients

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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 who 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.

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. To learn more about how parent clients sync between Workiz and QuickBooks, please see this article.

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:

  • 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

How to assign a parent client

  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
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  4. (Optional) Select Parent client pays invoices

    This ensures that invoices are automatically sent to the parent client for jobs linked to this sub-client.

Managing sub-clients

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.

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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.

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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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