To open the Add Client dialogue box, click on the Add Client Button to the top right of the Client List.
Adding a New Client:
The Add New Client dialogue box is comprised of seven information fields and settings:
- Organisation Name
- Rate Per Hour
- Charge for Phone Calls
- Charge for Travel
- Charge Travel By Distance
- Rate Per Hour
- Rate Per (Distance Unit)
The Organisation Name is the name of the company which this Client Profile will represent. The Organisation Name will be used to identify any of the Time Items or business activity which you have recorded against the Client using the Mobile Application.
The Organisation Name will also be used to process these Time Items and activity for invoicing when BullRush sends the information through to your accounting software.
The Organisation Name is the only information field or setting that is required to add a new Client to your Organisation.
All of the other fields can be adjusted at any time after saving the Client by clicking on their name in the Client List and opening the Edit Client dialoge box.
The Organisation Name, however, cannot be changed once the Client has been saved.
To set an Organisation name for the Client, click on the text field.
Billing Settings - Rate Per Hour:
The Rate Per Hour determines what you will invoice this specific Client for the Time Items and business activity which you record against them using BullRush.
The Rate Per Hour applies to Onsite Time Items, Manual Time Items and Phone Call ItemsThe Rate Per Hour does not determine what the Client will be charged for Travel Items, as this is determined by the Rate Per Hour in the Travel Settings section.
By default the Rate Per Hour will be set to the General Rate Per Hour for your BullRush Organisation or BullRush account.
To adjust the Rate Per Hour, click on the text field.
Billing Settings - Charge for Phone Calls:
The Charge for Phone Calls Toggle determines whether Phone Call Items for the Client appear on the Pending Items Page so they can be processed for invoicing.
It is recommended to leave this setting enabled (ticked) as you can choose whether or not to process the Call Item on the Pending Items page.
For further information on charging Clients for phone calls, Call Items and how to process these items for invoicing, please refer to the other Help Center articles linked below:
- Mobile Support - My Settings - Phone Call Settings Article
- Desktop Support - Call Logs Page Help Center Section (How to create Call Items for iOS Apple Users)
- Desktop Support - Pending Items Page Help Center Section
Travel Settings - Charge for Travel:
The Charge for Travel Toggle determines whether Travel Items for the Client appear on the Pending Items Page so they can be processed for invoicing.
It is recommended to leave this setting enabled (ticked) as you can choose whether or not to process the Travel Item on the Pending Items page.
The next three settings in the Travel Settings section ("Charge Travel by Distance," 'Rate Per Hour" and Rate Per [Distance Unit]) define how you will charge the Client for Travel and the Rate at which you will do so.
Travel Settings - Charge Travel by Distance:
The Charge Travel By Distance Toggle, when enabled, will elect to charge the Client by a distance unit instead of an hourly rate. The specific distance unit is defined in the general My Settings Tab of the My Account Page which can only be adjusted by Administrator accounts.
Enabling this setting for the Client will also mean that the Rate Per (Distance Unit) field, below the Rate Per Hour field, will define what the Client is charged.
By default Clients will be charged by the general unit and rate which have been set for a BullRush Organisation. These can be adjusted on the My Settings tab of the My Account Page by the Organisation Administrator. For more information on this, please refer to the My Account Page - My Settings Page - Travel Settings Article.
Travel Settings - Rate Per Hour:
The Rate Per Hour determines what the Client will be charged per hour for Travel Items.
The Rate Per Hour will only apply to the Clients Travel Items if the Charge Travel By Distance setting is disabled.
To adjust the Travel Billing Rate click on the text field and either enter the rate manually or use the arrow keys on your keyboard to increment/decrement the value.
Travel Settings - Rate Per (Distance Unit):
The Rate Per (Distance Unit) determines what the Client will be charged per kilometre or mile (depending on the distance unit that has been set for your Organisation) for Travel items.
The Rate Per (Distance Unit) will only apply to the Clients Travel Items if the Charge Travel By Distance setting is enabled.
The Travel Billing Rate for your organisation will differ based on which unit of measurement you use, with the Travel Billing Rate for an Hour being substantially higher than the Travel Billing Rate for a Kilometre as it represents a considerably larger period of travel.