Companies & Clients

OnSinch allows you to have a clear overview of all of the companies you work with. You can keep track of all contacts, orders, transactions, generate invoices, send emails, and reminders at any time, easily.

• Basic terminology
• How to create a company and client
• Company profile
• Client profile

1. Company ⇒ business entity you provide service for. All orders must be linked to a company, and invoices are generated for that particular company.
2. Client ⇒ person, company member - contact person for the order. Companies can have more clients associated, but there has to be at least one client for each company. One client can be associated with more than one company. 
3. Contact ⇒ person, contact working for the company - all clients are contacts but not all contacts are necessarily clients. Contact is a person for a certain shift(s), usually somebody onsite - the contact person's name and phone number are visible to the lead worker of the shift.

How to create a company and client

Before creating an order you need to set the commissioning company into the system. To do that navigate in the menu to Company > +New company.

From here you will fill in the form with basic information about the company, invoice setting and client information.

You can also upload a company's logo and add a private note. Then you just click on the green button Add company.

You are able to add a new client from the company profile, once it is created, in the Personnel tab.

Company profile 

Each company has its own profile page where you can keep track of all history, information and also do edits. OnSinch allows you to manage companies completely, the key fields are:

1. Basic company info - billing details or responsible account manager from your agency
2. Personnel - clients and contacts associated with the company
3. Pricelists - one default pricelist and other ones available for the company
4. List of orders in all states, invoices, and payments including both invoice payments and unallocated payments.
5. Banned staff - list of staff members who are banned - such staff will not see shifts for this company so they cannot sign up for them. Bans can be removed by admins.
6. Move jobs - this feature allows you to move jobs from one order to another by drag&drop. You can also delete multiple orders at once if they are not invoiced and are without closed shifts.
7. Default job options - you can set default job options so when creating a shift for this company certain fields can be pre-filled with defaults and save you time. This is helpful when e.g. for a certain company the venue is always the same or if the company has general requirements such as a certain level of language for all staff members/lead workers.
8. Companies can have attributes associated similarly to attributes you set for your staff. Go to Settings → Companies → Company attributes to add and edit these. Go back to editing the chosen company to add the attribute.

Client profile 

Every client has their own profile. You can see here companies and a list of orders which this client is associated with as a responsible person.

Similarly as with staff members, you can sign in as a client to their OnSinch account if you are using Client portal feature.

Clients can have various roles in the company. This helps you to structure company contracts and if the company portal is being used, these roles can have restricted access to certain parts (such restrictions are always done by the OnSinch support team).

Removing companies and clients

• ✅You can completely delete a company if there is no order issued for this company.
• ❌If there is at least one order you can set the company as nonactive as it needs to stay in the system for archive reasons.
• The same applies to clients - if they are associated with any order, they cannot be removed completely and can only be deactivated.