Customers
A customer is an individual or company that purchases from you. If you sell through distributors, the customer may be your distributor or the end customer, depending on your business model.
Understand customer relationships
A customer can be associated with many locations, where assets can be located. A single customer can have multiple locations, which helps in tracking where assets are located and where services are provided. (A single location can belong to only one customer.)
List all customers
To see a list of all customers, navigate to the customers page. Here you will see a table with customer names, associated locations, how many assets a customer has on location, and information about owned assets.
Use the search or filter options to refine the customer list.
View individual customer details
To view the full details of a customer, click the customer's name in the customer list:
A customer detail page will appear showing the complete customer details:
The customer detail page is oriented to give a comprehensive overview of the customer's business with you:
Customer value - the and of the customer
Projects summary - a summary of active, upcoming, and past projects for the customer
Assets - breakdown of assets and
Sites - breakdown of customer locations by and status
The page also includes a billing summary for the customer across all the customer's projects.
Finally, this page includes detailed views to access the following information related to your customer record:
Projects - projects that are related to this customer
Locations - locations that belong to this customer
Assets on location - a list of assets that are located at this customer's locations
Assets owned - a list of assets that are owned by this customer
Customer details also include a full audit log of the changes made to the customer over time.
Create a customer
To create an individual customer, click the "Add customer" button and a window will appear. Enter the customer's name and click "Add."
Name is the only field required to create a new customer.
Bulk creation
To import customers in bulk, you can configure an integration with a CRM or ERP, or set up API access. For more options, please contact support.
Edit a customer
To edit a customer, click the pencil icon ✏️ in the customer details window.
A small window will appear to edit the customer's name, billing contact, and billing address:
Merge customers
When you have duplicate customer records or need to consolidate customer data, you can merge two customers into a single record. This process combines all associated data (projects, locations, assets, billing information) from both customers into one retained customer record.
To merge customers:
Navigate to the customer you want to keep (the "retained" customer)
Click the merge icon in the customer details window
Select the customer you want to merge into this record (the "removed" customer)
Review and confirm the merge details
Click "Merge customers" to complete the process
Merging customers is permanent and cannot be undone. All data from the removed customer will be transferred to the retained customer, and the removed customer record will be deleted. Make sure you have selected the correct customers before proceeding.
The merge process automatically:
Transfers all locations from the removed customer to the retained customer
Consolidates all projects and associated billing information
Moves all asset ownership and location assignments
Preserves audit history for both customers in the new merged customer record
Updates external system references if external IDs are configured
External customer ID
Each customer can have an optional external ID field that stores identifiers from external systems such as a CRM, ERP, accounting software, or internal database. This field:
Appears in the customer basic information section
Can be edited by clicking on the field
Is included in customer merge operations
Helps maintain consistency when integrating with other business systems
Is tracked in the audit log when changed
The external ID is particularly useful when merging customers, as it helps ensure the correct external system references are maintained after the merge.
Archive a customer
To archive a customer that is not yet archived, click the archive icon 👁️🗨️ in the customer details window.
A small badge will appear on the customer indicating Archived.
The customer will now be visible in the customer list only when "Archived" is selected.
To unarchive a customer that is already archived, edit the customer and select the unarchive icon 👁️🗨️ in the customer details window.
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