🏢 Add a Company / Client
System Role: All Workspace Users
Where to Access; two options:
Left Menu > Companies > View All Companies > Add Company
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 |
Must be a valid company domain email (e.g.,
⚠️ Important: The email field must use a valid company domain (e.g.,
| |
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 MattersThe address helps the Jombone system to:
|
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.
