Where do I manage my client companies?

1. Open your account menu and choose Company admin. Press Who you work with, then Clients.
2. It is the list of the account, not of a job. So it is the same on every device you sign in on.
3. A builder goes on it when you name them on a job or start a quote for them. You set up nothing first and import nothing.
4. To add one before that, press Add a builder at the top of the section and fill in their company name. A contact, an email and a phone number are optional. You can add them later.
5. To correct a builder, press the pencil on their row. The person you deal with, their email and their phone become boxes you can type in.
6. Press Enter to save. Press Escape to leave it as it was.
7. It writes the same record the Procurement tab reads. So the correction shows in both places at once.
8. You can change their company name only while they have no jobs and no quotes.
9. After that, the name links them to their work. A rename here would leave every job on the old spelling and give you two builders instead of one. Correct the name on the job.
10. To take a builder out, press the bin on their row. It happens immediately. The message that follows has an Undo that puts the contact back.
11. It removes only the contact you hold. Their jobs, their quotes and everything claimed against them stay on the record.
12. It is the same record Procurement reads, so a chase drafted to them stops there too.
13. If you still have a job or a quote with a builder, they show here again as one you hold no contact for. A builder with neither leaves the list until you write them down again.
14. The search box at the top of the section filters the screen by name, person, email or phone. It asks YourCA nothing, so it answers as fast as you type.
15. Filter, beside it, narrows to builders in your directory or not yet in it, builders with crew on site now, or builders with quotes still open.
16. Not in your directory means you work for them and hold no contact. Add to directory writes their row. You can then fill in their contact, phone, ABN and address.
17. Each row shows the jobs you have with them, how many quotes you have out, what those quotes come to, and how often they decide your way.
18. The win rate is the same figure your quoting book shows: accepted, divided by accepted plus lost to another firm. No figure shows until three quotes are decided.
19. YourCA matches the name and ignores case, punctuation and spacing. So one builder typed two slightly different ways is one row.
20. Two names that really differ stay two rows, so you can see them and decide.