Customers

The Customers module holds records for all the companies and individuals your team works with. Everything else — jobs, projects, contracts, service requests — links back to a customer.

What a customer record contains

• Name and customer number — the number is generated automatically (e.g. CA26-001) and is unique across the account
• Status — active or inactive
• Email and phone — general contact details for the company
• Service address and billing address — the primary addresses used when creating jobs and invoices
• Tags — short labels for grouping and filtering (e.g. “Priority”, “HVAC”, “Government”)
• Categories — hierarchical grouping (e.g. “Commercial > Hospitality”)
• Contacts — individual people at this company
• Notes — free-text notes attached to the customer record
• History — full audit log of changes
• Jobs — all jobs linked to this customer
• Projects — all projects linked to this customer
• Requests — all customer requests and service events

Customer numbers

When you create a customer, the system generates a customer number automatically. The format is: C + first letter of the company name + two-digit year + sequential number. For example, the third customer added in 2026 whose name starts with “A” gets CA26-003.

Permissions

Both dispatchers and employees can view customers and create new ones. Editing an existing customer follows the same rule as other modules: dispatchers can edit any record, employees can only edit records they created.

Sections in this chapter

• Contacts — managing individual contacts at a customer
• Addresses — managing service and billing addresses
• Tags and Categories — grouping and labelling customers
• Document Templates — generating documents for customers