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Client Management: Help Guide

Learn how to add, edit, and manage client details in Japfu with this guide. Track placements and access advanced analytics for smarter decision-making.

Adding A Client


Step 1 - Go to Clients


On the Client Feature page, click on Add Client.


Clients dashboard

Step 2 - Add Client Details


Add the company details of the client and click on Save & Continue.


Add Client Details

Step 3 - Add Contact Details


Add the contact details of the client and click on Finish. You can add more contacts if you wish to.


Add Contact Details

 

Managing Clients


To edit any details of a client, go to the Client page and click on View Profile.


Here, you can see the same headers as while creating a new client, along with Placements for this client and its Analytics.


Managing Clients

To edit the details, select the section you wish to modify and click the edit icon.

After making the necessary changes, click Save to confirm and apply your updates.


Client details

 

Advanced Analytics


Japfu.ai offers advanced analytics, for each year or each quarter, that enable you to review key metrics and make data-driven decisions. These analytics provide a comprehensive overview of Total Hours Logged, Total Billed, Total Pay, and Margin. Additionally, you can view detailed breakdowns for each individual client, offering deeper insights into your performance.




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