Clients & placements
Every client, every placement, and the terms each one runs under.
A placement register records who is working where, under which client terms, from when, and who at your agency owns it — so the commercial terms and the compliance file describe the same assignment.
What the platform does
- A live register of every placement, temp and permanent, with the client and candidate on the same record
- Contracts, rate cards and account owners tracked per client
- Switch between an all-branches view and a single branch's workspace
- Client profiles linked directly to the placements and bookings behind them
- Role-based access from consultant to branch manager
Delivered by the Placements, Clients modules. Every module is included in the licence — see the full specification for what each one covers.
What goes wrong without it
- The commercial terms live in the contract folder and the assignment lives in someone's head, so a rate is quoted from memory and invoiced from a different memory.
- Nobody can answer 'how many people do we have out right now' without three phone calls, which is also the question every client audit opens with.
- A transfer fee goes unclaimed because nobody could evidence when the introduction happened or what the terms said at the time.
- Two branches place into the same client on different rate cards, and the client finds out before you do.
Related features
What it costs
Every module is included in one licence, priced on the placements you actually have running.
See pricingSee it running on your own placements.
A live demo on your data, not a slide deck — most teams are live within a week.
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