The client page (pg 145) is an area where you have your in-house clients and populate that information. The information can be used in within the Job card or Quote area of the site.

Organize and keep track of your customers by reviewing your list periodically. This boosts efficiency knowing your customer list is clean and there are no duplicates.

Add a customer

  1. Select the button that says “Add client,” which is located on the upper right side
  2. Enter your customer’s info, which included the name of the company and the name of the company’s representative. You can be even more throughout with the information, such as company’s email and physical address.
  3. Then select Save.

Sometimes a customer will sign up for a account and go from In-house Client to Broker / Vendor account. We also developed a status option for your client list, which can convert a client status to “Active / InActive.” When you are creating a job card and try to add client that is inactive, it will have a pop up display to notify you that the client is inactive as an in-house client or more information is needed.

You can also link your current Quickbooks account to WMJ to quickly upload your client list from Quickbooks.

Delete a Customer

In order to delete a customer from your client list, you would have select the customer and select the red x button on the action tab. It will give you a notification pop up to ask if you are sure in deleting, which is just a safety precaution to ensure you’re not deleting the customer’s detail by accident.

You can use the search bar located on the left upper side to better locate your customer’s information.

Downloading Client list

We also develop a button feature that allows you to download your client list on Excel or CSV for your own personal use.

Last edit 01/28/2020 by A.G.

Downloading client list

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