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, reminders at any time, easily.
Visit Companies menu tab to see, add, export and edit profiles of all your customers.
- 🏠Company ⇒ business entity you provide service for. All orders must be linked to a company, and invoices are generated for that particular company.
- 👔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 to more than one company.
- 👤Contact ⇒ person, contact working for the company - all clients are contacts but not all contacts are necesseraly clients. Contact is a person for certain shift(s), usually somebody onsite - contact persons' name and phone are visible to lead worker of the shift.
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:
- Basic company info - billing details or responsible account manager from your agency.
- Personnel - clients and contacts associated with the company.
- Pricelist available for the company and default pricelist.
- List of orders in all states, invoices and payments including both invoice payments and unallocated payments.
- 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. Ban can be removed by admins.
- Default 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 certain company the venue is always the same or if the company has general requirements such as certain level of english language level for all staff members/lead workers.
- 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 here, if they are not invoiced and are without closed shifts.
- Companies can have attributes associated, similarly like attributes you set for your staff. Go to Settings → Companies → Company attributes to add and edit these. Go back to editing chosen company to add the attribute.
Client profile
Every client has his/her own profile too. You can see here companies and 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 company portal is in use roles can have restricted access to certain parts (such restrictions are always done by OnSinch support team).
💡Tip: If you don't want staff members to see company for which the shift is provided, you can set it by default as hidden in Settings → Agency settings → User accounts section.
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 history reasons.
- The same applies for clients - if they are associated with any order, they cannot be removed completely and only deactivated.