Clients
Availability
The Clients section is only visible to FM Provider organizations. If your organization is Self-Managed, you can skip this page.
A Client represents a customer company whose facilities you manage. Each client can have multiple facilities.
Client List
The list shows:
- Company name
- VAT number
- Contact information
- Status
Use the search bar to quickly find a client.
Creating a Client
- Click Add Client
- Fill in the details:
| Field | Description |
|---|---|
| Company Name | Full company name |
| Trade Name | Commercial name |
| Legal Form | E.g. SA, LLC, Ltd |
| VAT Number | Tax identification number |
| Tax Office | Relevant tax office |
| Address | Company headquarters |
| City / Postal Code / Country | Location details |
| Phone | Main phone number |
| Contact email | |
| Website | Company website (optional) |
- Click Save
Editing a Client
Click on a client in the list, modify the details and click Save.
Deleting a Client
Click the delete button on the client page. Deletion is reversible — data is not permanently lost.
Caution
Deleting a client does not delete its facilities and assets, but makes them inaccessible.