Manage Customers

Customers represent the organizations you manage in the platform.

Work orders, assets, and contracts are associated with customers. Customer sites define the locations where assets exist or where technicians perform tasks.

Add a customer

1. Select My customers > Customers > Add new.
2. Enter a Name and Description.

3. Enter Location information.

   The system uses location information for billing purposes.

4. Enter Contact information.

   Auto-populates to customer sites.

5. Select Save & continue.

You can now add sites for the customer.

Manage customer status

Active customers are available across the platform for use in work orders, customer sites, and contracts.

Deactivate a customer

Deactivating a customer removes it from use across the platform and affects related records, including customer sites, contracts, work orders, and tasks.

1. Select My customers > Customers.
2. Select a customer.
3. Select Deactivate.

Reactivate a customer

1. Select My customers > Customers.
2. Select a customer.
3. Select Reactivate.