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Customers

The customer module manages customer-related information and interactions within the system. It handles various customer-related tasks and data, including managing work orders, assets, schedules, preventive maintenance, contracts, and more.

In customers, you have access to:

  • Create: Create customers within the system to better manage customer information.

  • Quick Search: If you have the customer number, you can access and update the customer's details.

  • Query: Perform queries to quickly find specific customers or tailor your searches based on specific criteria.