Add a client and bring in their team

1. Open Clients and choose Add a client. Give the company's name and, if you want their people to join on their own, their email domain.
2. Open the new workspace. It works like any company workspace: add locations, upload bills, confirm the reads. Your whole firm can work in it according to each person's firm role.
3. Invite the client's team from its Team page, or let them sign up with a company address and ask to join.
4. The client sees everything about their services and bills. Your deals, commissions and wholesale prices stay with the firm and are never shown in the client's workspace.

A company that already uses DemarcLabs

They connect you from their Team page by naming your firm. The request shows on Clients; accept it and the workspace joins your list. They can remove the connection at any time, at which point your access ends and their records stay theirs.