Client Companies

What is a Client Company?

A client company represents the end user of a Vendor provided Service; it is both the source of waste and the ultimate payer for the Service. When leveraging our Revenue tier, Client Invoices can be sent to a Client Company either individually or collectively as part of a consolidated Client Account.

Features and Usage

• A Client Company can have one or more Locations associated with it.
• A Client Company can have one or more Client Accounts tied to it.

How do I?

• How do I find a Client Company?
• How do I create a Client Company?
• How do I add a Location or Service to a Client Company?
• How do I add a Client Contact to a Client Company?

Client Company Fields

• Status - This can be Prospect, Active, or Terminated.
• Industry - Optional field, selected from a per-defined list of Industries.
• Primary Contact Phone - The phone number that's used as a pr
• Primary URL - The website address for the company (optional).

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.