Keep clients, their sites and the paperwork straight.
Each client in Tempbench has its sites or branches, its contacts, and two pieces of paperwork tracked: terms of business signed and rates agreed, each with a date. See at a glance which clients are missing signed terms, call a contact from the record, and add jobs against the right site.
Terms signed? Rates agreed?
The two questions that cause trouble later. Every client shows both as a tick or a gap, and the header counts how many are missing.
- Terms of business
- Mark signed today or set the date they were signed.
- Rates
- Record the date rates were agreed, and change or clear it when they move.
- Sites and branches
- A head office plus every site you send people to, each with its own postcode for distance.
- Contacts
- Who to call at each client, with a call button and message templates.
How it works.
Add the client
Name, industry, head office and any notes, such as single home, short notice cover.
Add their sites
Each site has an address and postcode, so job matches measure distance from the right place.
Add contacts
Names, roles and numbers, so anyone on the desk can ring the right person.
Track the paperwork
Terms signed and rates agreed, each with a date. Filter the list to see who is missing either.
Try it with your own week.
Load the sample agency in one click or import your spreadsheet. 30 days free, no card needed.