Costlocker Guide
Clients

Creating a Client

Clients are your customers for whom you work on individual projects. For each project you create in Costlocker, it's necessary to assign a client.

How to create a Client

In the top menu, select the Clients tab and then click on Add Client on the right.

Client - Add a New Client

In the form, fill in the client name and save.

Client add form

Client add form

Learn more about the option to set hourly rates in the Setting Default Client Rates section.

TIP: Create a client with your company's name.
You can use it when creating internal projects to track your own operational costs.

In our example, we created the following clients:

  • Agency Inc. (our company - for recording internal projects)
  • Milkshake Corporation
  • Super Water WX

The view of our clients list currently looks like this:

List of Clients

Activating / Deactivating an Activity

If we no longer want to use a particular activity, we can deactivate it. Deactivated activities will no longer appear when creating budgets (they will only be visible in report filters for accessing historical data).

Activating / Deactivating a Client

If we no longer want to use a particular client, we can deactivate them. Deactivated clients will no longer appear when creating projects and will only be visible in report filters for accessing historical data.