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.

Customer list view

View individual customer details

To view the full details of a customer, click the customer's name in the customer list:

Link to open customer details

A customer detail page will appear showing the complete customer details:

Customer details page

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

Note that assets may be at a customer's location even if they are not owned by that customer. This is usually the case for hardware-as-a-service business models.

Also note that assets may be owned by a customer even if they are not at a location owned by that customer. This is usually the case for assets that have been returned for service/repair.

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."

"Add customer" window

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.

Edit customer details button

A small window will appear to edit the customer's name, billing contact, and billing address:

Edit customer details window

Archive a customer

Archiving objects hides the object from the list view and dropdown menus. The object can still be viewed in the list by selecting the "Archived" option. Archived objects still appear in dropdown menus when searched by name.

To archive a customer that is not yet archived, click the archive icon 👁️‍🗨️ in the customer details window.

"Archive customer" button

A small badge will appear on the customer indicating Archived.

"Archived" badge for a customer

The customer will now be visible in the customer list only when "Archived" is selected.

Archived customer view in the customer list

To unarchive a customer that is already archived, edit the customer and select the unarchive icon 👁️‍🗨️ in the customer details window.

"Unarchive customer" button
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