In addition to tracking your data at the business level, you can also track it at the client-level.
To Add a New Client:
From the Settings Menu
On the mobile app, tap the 3 dots in the top left corner or on the web app, click the gear icon in the top right corner
Select ‘Clients’
Click the ‘+’ sign in top right corner
Select which Business they’re associated with
Enter the Client Name
Hurdlr Pro users can also add their client’s Email and set the Invoice Number Prefix if you want to customize this per client
Click 'Save'
While Entering/Tagging a Transaction or Trip
Navigate to the Income, Expenses, or Mileage Dashboard
Select a trip or transaction
Tag the expense as Business and choose the appropriate business
On the mobile app, tap the Client field and tap the ‘+’ sign in the top right or on the web app, click the Client field and click ‘+Add New Client’
Type the Client Name
Select 'Add', then 'Save'
To Delete a Client
If you’re no longer tracking new trips or transactions for a particular client, you can delete that client, so it no longer shows up as an option to tag data to. Deleting a client does not impact your data and will only stop the client from showing up as an option to tag your data to moving forward. To do delete a client:
On the mobile app, tap the 3 dots in the top left corner or on the web app, click the gear icon in the top right corner
Select ‘Clients’
Click on the the client that you want to delete
Click ‘Delete Client’ at the bottom
Confirm that you’d like to delete this client
To Restore a Client
You can easily restore a client that you’ve deleted at any time. Once a client is restored, you’ll be able to resume tagging trips and transactions to it. To restore a client:
On the mobile app, tap the 3 dots in the top left corner or on the web app, click the gear icon in the top right corner
Select ‘Clients’
Click on the triangle icon in the top right corner
Select ‘Archived’ from the drop-down
Click on the client you want to restore
Click ‘Restore Client’ button at the bottom
Confirm that you want to restore the client