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What customers are

Who the equipment belongs to, and the one record every ticket, quote and invoice in Repairs is raised against.

A customer is the person or business the equipment belongs to. It is the first thing a ticket asks for and the only field on that form you cannot leave empty, because everything downstream, the estimate, the bill and the money, is addressed to this record.

Customers in Repairs, and everything a record gathers

Highlights

  • This list is not filtered to repairs. Every customer the business has is here.
  • One record, every app. The same customer serves Finance and Repairs alike.
  • Receivables and unused credits sit on the list, so you can see who owes what.
  • A credit limit can be set and is worth setting before a large job.
  • Five tabs hold the profile, the numbers, the documents, the emails and the other people.

The list

The Customers list under a tab reading Customers, headed Customers with the subtitle Manage and track all your customers. Columns read Name, Company, Email, Work Phone, Mobile Number, Receivables in base currency and Unused Credits in base currency. Rows include Norfolk Grain Handling Ltd with 489.50 pounds of unused credits, Belfast Port Handling Ltd with 630.00 pounds, Solway Renewables LLP with 599.00 pounds and Tyneside Dry Dock Services Ltd. The foot reads showing 1 to 25 of 30 results.
Thirty customers, the whole company's list. The last two columns are what they owe you and what you owe them.

What a customer record holds

The customer record for Tyneside Dry Dock Services Ltd, badged Business, with a Transaction button in the header and five tabs reading Profile, Statistics, Transactions, Emails and Other Contacts. The Profile tab shows a Primary Contact of Callum Rutherford, Purchasing Manager, with links reading Invite to Portal and Send Email above an email address and a phone number. Panels below show Currency as GBP base currency, Accounts Receivable, Terms of Payment as Net 30 Days with a credit limit of 17,500.00 pounds, an Opening Balance of zero, and billing and shipping addresses in North Shields.
The profile tab. The tabs across the top are where the rest of the relationship lives.
Profile
Who to contact, where to send things, what currency they trade in, and how long they have to pay.
Statistics
The shape of the relationship in numbers, rather than a list of documents.
Transactions
Every document raised against them, grouped by kind. This is the repair history.
Emails
What has been sent to them from the system.
Other Contacts
The people beyond the primary contact, such as a separate accounts department.

The fields that matter on a repair

Customer fields that change how a repair behaves
FieldWhat it does
Primary contactWho gets rung when the estimate needs approving. A trading name with no person against it slows every job for that customer.
Billing addressWhere the invoice goes. It fills the billing block on every document raised.
Shipping addressWhere the repaired equipment goes back to. Often a goods-inwards bay rather than the head office, and often not the billing address.
Terms of PaymentHow long they have to pay, which sets the due date on every invoice.
Credit limitWhat you are prepared to have outstanding with them. Worth checking before booking in a large job.

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