Clients, locations, and projects
Structure where and for whom you deliver before you scale shifts.
Outcome
A client with location and project context is ready for shift planning.
Who it's for
Planner / admin
Prerequisites
- Company setup completed
Steps
- Create a client with the commercial identity you invoice and report under.
- Add locations for places where work happens.
- Add projects to group delivery under that client.
- Link contracts or services as your process requires so planning and invoicing share the same definitions.
- Use that structure on shifts so approved work fits the right job context.