If your customer’s sites are managed by a 3rd party, you can enable a feature called Managing Agents.
To turn on Managing Agents
- Go to Settings > General > Settings and in the search bar type ‘Use Managing Agents’
- Click on the ‘Use Managing Agents’ setting name highlighted in blue.
- In the pop up box there is a button you can toggle to yes or no. Select yes and then Save.
To Create a Managing Agent
- Click on the customers tab at the top of the page and you will now see a green button called ‘New Managing Agent’
- This will bring up a pop up box where you can fill in details like the managing agents name, account number, address and contact details.
- Once you have filled this information in click the green ‘Save Managing Agent’ button.
Adding Customers To Managing Agent
- Click on the ‘Customers’ header at the top of the page and then select the customer you would like to add.
- In the general tab scroll to the bottom of the page and you will see a managing agent drop down.
- Select the agent you require from the drop down
- There is a tick box next to this called ‘Agent Appear In Job Invoice Address’ only tick this if you will be invoicing the Managing agent rather than the customer direct.
- The click the green save button once you have done this.
