Customers

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Customers

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.
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