When a client wants to work with your business, they will invite you into their Private Network. Through that invitation, the client may request specific information, such as additional insurance requirements, dispatch preferences, and client-specific agreements such as specialized rates and service level agreements.
In the Clients section, you can manage these client-specific requests. The information you provide in the Clients section is private between you and that client.
A client can request information either at the time of invitation to their Private Network or anytime thereafter. No matter when they make the request you can manage the information in the same way.
A client may not agree to do work with you until the client requirements are complete and accurate.
You will know you have outstanding client requirements when:
There is a red box above clients in thetop navigation bar, and