The Customer module is a central place to see everything that is going on with your customers.
Apart from the basic customer and contact details you would expect, TSM offers so much more.
- You can set customer defaults such as default technician, price code priority & labour type.
- You can also set default discount, credit limits and technician pre-requisites.
- You can enforce order numbers on jobs created for the customer.
- You can assign special labour rates and product price, markup and discounts for a customer.
- You can set a special job card and invoice layout for each customer.
- You can set special technician prerequisites such as training courses and qualifications that they must posses to do work on a customer's jobs.
- The history tab displays all activity for the selected customer. View jobs, invoices, equipment under contract.