Clients
Group related jobs and work sites for each customer, then report time consistently by client without asking employees to select one separately.
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Clients bring together the work Clockspot records for a customer, account, or business unit. Use them when you want to review time across several jobs or work sites for the same customer.
Set up a client
Open Settings, choose Clients, and select Add client. Enter the name employees and managers will recognize. Add a code when you use a matching customer code in accounting or another system.
After saving, Clockspot opens the client so you can give it a job and, if the work happens at a fixed place, a work site. The client's Overview tab shows its code and the jobs and work sites linked to it. The Jobs and Work sites tabs are where you add or link them.
- A job is what employees choose when they clock in, and it is what ties their time to this client. Until the client has a job, none of its hours appear in client reports. Choose Add job to create one (the name starts as the client's name) or Link jobs to attach a job you already created.
- A work site is the place where employees clock in for this client, such as a customer's home or office. Choose Add work site to enter its address, or Link work sites to attach one you already created. A site added from the client is linked to the client's jobs, so a clock-in on that job lands on the site automatically. Skip this when the work has no fixed place.
How client time is recorded
Employees select a job when they clock or enter time. Clockspot uses the client assigned to that job for client reporting. Employees do not select a client separately, which avoids recording a job for one customer and a client for another.
Schedules follow the same rule. Managers choose the job and optional work type for a shift, and Clockspot shows the job's client as context rather than asking for a second client selection.
The Job Hours report can group and filter worked time by client. A job without a client appears under (No client) in the client view.
QuickBooks Online
When you connect QuickBooks Online, you can match a Clockspot client to a QuickBooks customer. Time for a job uses that client match unless the job has its own QuickBooks customer choice.
Archiving and history
Archive a client when you no longer need it for new work, from its Overview tab or from the Clients list. Its existing jobs, time entries, shifts, and report history remain intact.
Once a job has time, schedule, or labor budget history, its client cannot be changed. This keeps older reports, budget comparisons, and accounting exports attributed to the same customer. Create a new job when future work belongs to a different client.
Common questions
- Why can't I move a job to another client?
The job already has time, schedule, or labor budget history. Keeping its client fixed prevents historical reports, budget comparisons, and accounting exports from changing. Create a new job for future work under the other client.
- Does a work site decide which client receives the time?
No. Client reporting follows the job on the time entry. A work site's client helps organize the place, but it does not rewrite time attribution.
Clockspot keeps clock-ins, corrections, approvals, and payroll-ready hours connected so owners and managers can review the workweek before payroll.
Want to simplify how your employees track time? See how Clockspot works.