Clients and delivery
Client, location, project: the structure planning and invoicing share.
Outcome
You know how delivery context is defined before you scale shifts.
Who it's for
Planner / admin
Prerequisites
- Company setup completed
Steps
- Create a client: the commercial identity you invoice under.
- Add locations where work happens.
- Add projects to group delivery under that client.
- Link services (and contracts when you use them) so planning and invoicing stay aligned.
- Use that structure on every shift so approved hours land in the right context.
Go deeper
Need every click path and screenshot? Open the matching Help Center guide, or book a conversation.