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Add a Company/Client

Learn everything about adding the client company in your staffing workspace

Written by Sumit Sahdev
Updated over a year ago

🏢 Add a Company / Client

System Role: All Workspace Users

Where to Access; two options:

  1. Left Menu > Companies > View All Companies > Add Company

  2. Left Menu > Companies > Add Company


🧭 Overview

Adding a company allows you to onboard a new client into your workspace.

This enables collaboration on jobs, timesheets, reports, and invoicing—all from a single platform.


📝 Add Company Fields

Field

Description

Company Name

Legal Name of the client’s company

Contact First Name

First name of the primary contact person

Contact Last Name

Last name of the primary contact person

Email

Must be a valid company domain email (e.g., [email protected])

⚠️ Important: The email field must use a valid company domain (e.g., @clientco.com) to enable secure user invites and collaboration. Personal emails like gmail.com or yahoo.com are not allowed.

Phone

Contact number for the client

Password

Temporary password for client login (client can reset later)

Primary Address

Full business address (used to match with local talent pools)

🔄 Why Client Address Matters

The address helps the Jombone system to:

  • Build localized talent pools based on Company location

  • Recommend candidates based on commute proximity

  • Optimize shift and schedule planning based on region and industry

Unit (Optional)

Unit, suite, or floor number (optional)


🤝 Common Collaboration Use Cases with Clients

💡 Once your client is added with a valid email domain, they can collaborate with you directly on the platform.

🗓️ Manage Shift Schedules
Clients can view, assign, and adjust shift plans in real time.

Review & Approve Timesheets
Clients receive digital timesheets and approve submitted hours easily.

📊 Access Reports
Clients can view key insights like:

  • Temp-to-Perm conversion rates

  • Staffing spend by week or department

  • Cost per placement

  • Several Other reports

⏱️ View Time Clocks
Track who’s clocked in, where, and when — in real-time.

👷 Monitor Placements
See exactly which workers are scheduled, and when they’re arriving.

📄 Download Timesheets & Invoices
Clients can download reports, timesheets, and pay invoices directly from the portal.


Need help setting up your first client? 💬 Use the Jombone Support Messenger in your workspace for live assistance.

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