Track external clients you provide services for. Reference: CUST-1, etc.

Fields

• Name, Email, Phone
• Address
• Contact Person
• Description / Notes

Link customers to locations and assets to track what you maintain for each client.

A customer's work orders and assets

On a customer's page, « View All Work Orders » opens the work order list filtered on that customer; the Customer filter also exists on the list itself, and the export follows it. « View all assets » does the same for the customer's assets and their export.

Features

• Associate customers with locations
• Link customer assets to work orders
• Track history per customer
• Generate customer-specific reports

Complete contact profiles help technicians reach the right person on-site.

Build a quote (estimate) for a customer: pick the client, add the parts/labor/services needed, and see both your cost and the sale price — without consuming any inventory. Available on the Business plan.

How it works

• Open Quotes from the sidebar and click New quote
• Choose the customer and add line items (parts auto-fill cost and sale price)
• Send the quote, then mark it Accepted or Rejected
• Convert an accepted quote into a work order — only then is stock allocated