Client
Site owner and bill-to party — contact, billing address, and active status.
Clients and locations.Sites tied to every shift.
Manage site owners, map-assisted locations, per-site geofences, and client context across scheduling, attendance, invoices, and reports.
Client directoryMap-assisted setupGeofence per siteBilling links
Client to site to shift, one data chain
Clients own sites. Sites link to regions. Both flow into scheduling, attendance, invoices, and reports — shared crew data across every location.
Location
Physical site linked to a client — address, timezone, geofence, and display color.
Regions / County
At least one region per site — ties locations to your workforce structure.
Downstream modules
Client and site IDs flow into scheduling, attendance, invoices, and reports.
Client directory, bill-to and contact
Site owners with contact details, billing address, notes, and active status — the foundation for invoices and client-scoped reports.
Contact
Primary contact name, email, and phone for the site owner.
Jane Cooper · jane@acmesecurity.co.uk · +44 121 555 0142
Billing address
Address fields used for client records and invoice context.
42 High Street, Birmingham, B1 1AA, United Kingdom
Notes
Internal notes for admins — contracts and SLAs stay outside the client record.
Renewal discussion Q3 · invoice contact same as above
Active status
Inactive clients are hidden from new location links without deleting history.
Active · visible in location dropdowns
Map preview
Site A · Birmingham
Geofence radius
Default 50m · minimum 10m · used by attendance clock-in validation
Location form
Add site
Client
Acme Security Ltd
Regions / County
Security, Front of house
Time zone
Europe/London
Calendar color
#7C3AED
Address
14 Victoria Square, Birmingham, B1 1BD, UK
Geofence radius
50 metres (default)
Site setup, map, geofence, and regions
Search for a place, pin it on the map, and link each site to a client, regions, timezone, and geofence radius — UK addresses enforced on save.
Filter, search, and export
Separate list views for clients and locations — search, active filters, client filter on sites, and CSV, Excel, or PDF export.
Clients
Search, filter by active status, paginate, and export.
SearchActive / inactivePagination
Client
Contact
Status
Acme Security Ltd
Jane Cooper
Active
Northgate Care
Sam Patel
Active
Harbor Events
Mia Roberts
Active
Westfield Retail
Tom Walsh
Inactive
4 rowsExport CSV · Excel · PDF →
Locations
Filter by client, active status, and search — with map panel in app.
SearchFilter by clientActive only
Site
Client
Region / County
Site A · Birmingham
Acme Security Ltd
50m
Site B · Manchester
Acme Security Ltd
75m
Northgate · Leeds
Northgate Care
50m
Harbor Dock
Harbor Events
100m
4 rowsExport CSV · Excel · PDF →
Client context, across every module
Once clients and sites exist, their IDs flow into scheduling, attendance validation, invoicing, and reporting — one foundation for multi-site operations.
Foundation
Client & site records
Add site owners and physical locations with regions, timezone, and geofence — the starting point for every downstream module.
Part of workforce setup
Clients and locations sit alongside crew directory, shift templates, and your unified dashboard — the structural layer before schedules go live.
Questions about clients & locations?
Straight answers on clients, sites, billing links, and plan limits.