Customers

To create a new Customer, head to the 'Customers' page and select '+ New customer' in the top right hand corner.

Use 'Address Search' to auto-complete the address using Google's address search. The address can be edited if needed and email and phone numbers can be added.

Payment Type can be set to Cash or Invoice. During a visit to a job for a cash customer, the tablet will prompt the user to collect a payment. The user will not be prompted to collect payments while on site for invoice customers.

Hit 'Save' and you'll see this information displayed under the customer's 'Details' tab. Further customer objects can be set up under the following tabs.

You can edit a customer at any time by clicking the pencil icon. If the customer also exists on an integrated platform (such as Stripe or Quickbooks) the details will also be updated there.

A customer will require at least one contact to be included on their jobs. Click '+ New' on the 'Contacts' tab to create a new contact. Add their name and contact information. You can also specify which Site they are at.

To edit a contact, press the pencil icon in their row. If a contact leaves a customer, tick the 'Left/No longer there' box and Save the contact.

By default, a new customer will be created with a site matching their customer address. Click '+ New' under the 'Sites' tab to add a new site for a customer. The spanner icon creates a new job at that site, or the pencil icon will take you to edit.

The 'Equipment' tab lists a customer's equipment assets. The table is searchable which can be useful for longer equipment lists. To add a new equipment item, select '+ New'. The minimum requirement is to select an equipment type. The ID number field exists to record your company's unique identifier or asset number for the equipment, this would typically be affixed to the physical piece of equipment on a sticker or similar.

If you need to import a large number of equipment items (for example, following a survey of a customer's site), the Bulk Equipment Entry form has several options:

Please refer to separate articles discussing these objects in more detail:

To add a document to a customer, press '+ Document' under the 'Documents' tag. Documents can be viewed or downloaded by clicking their filename, and deleted by pressing the bin icon.

If you have access to Statistics, some key customer metrics are defined on the 'Statistics' tab, such as their recent spend and job booking levels. Do reach out to your Account Manager if there are particular statistics you'd like to see here.

To delete a customer, press the pencil button to Edit, and then the trash can icon to delete. It is not possible to delete customers who have jobs, sales or invoices; you will first need to delete each job, also by going in to Edit mode and then clicking the trash can icon.