Multiple assignments for a client

Working efficiently starts with a well-organized classification of your customers and assignments. Within Secusoft you can arrange this entirely according to your wishes, as you find this easy to work with.

Two modules are available: Clients and Assignments. Suppose you have multiple jobs or locations for one client, then you can add all these jobs separately to this client. This allows you to create useful overviews in the schedule with all hours and locations for each client. You also keep one billing address in the software where these orders fall under.

Practical example 1:
You have the municipality as a customer. You add this in Secusoft as a client with the corresponding billing address, contact person, etc.
For the municipality you take care of the security of the town hall, the sports complex and you supervise the center. You then add these 3 tasks as 3 separate assignments with the municipality as the client.

Practical example 2:
You work a lot for another security company that you hire for a number of permanent jobs. You add this security company, the main contractor, as the client and that is also your billing address. You add all (permanent) jobs that you carry out for the company as separate assignments.

When planning the shifts, select the Assignments tab and there you will see all individual jobs in a list.

Handy work instructions:
A lot of extra information can be entered for each assignment and you can use this to create a complete work instruction. Information such as where the security guard must report to and to whom, the location of the job on the map, type of commitment, dress code, break arrangements, agreed rates and much more. Moreover, you can also add 5 photos or documents.

Benefits:

• Convenient classification of the jobs (assignments) of a main contractor (client)
• Extensive work instructions, visible to the security guard directly from the roster
• Work location with GoogleMaps visible in the work instructions
• Filling in agreements about prices and rates where these are visible when you create an invoice

Try it for free

Would you like to see for yourself how our online software package works?

Would you like to see more? Go to the page All functions.