The Customer screen is the first section within the Customer Module. This screen stores all of your 'billing addresses' or head offices.

Customers do not have Calls created directly against them, nor do they have Equipment, but they are the parent record of Sites, which Calls and Equipment would be created against.

Clicking on the Customer option under the Customer Module will open the list view, which is where you can see a list of all existing Customers within your database.

From the list view, you can either add a new record by clicking the 'Add New Customer' button on the top left of this screen, or double click an existing Customer record to load it. You can also use the search bars for each field to narrow down your results, or use the Advanced Search to select a field which isn't in the standard list.

If you wish to show or hide customers who are inactive, you can also click the “Include inactive Customers” Tick box. Customers who are inactive will show up on the list in Red. This will also show customers who are on Hold. They will be marked with a 🛇 symbol next to their customer number.

Once you are on the Customer Add screen, you will have the option to either add the Customer details manually, or use the Google Search bar to find the company details online (this may not work for all Customers as they may not have their details online).


As you type into the Google Search bar, it’ll return any relevant results.


Once you have entered all of the details, making sure to fill in at least the mandatory fields, click ‘Save Customer’ on the top right to save the record.

Once you have saved or loaded your Customer record, you’ll be able to view and make changes to it if necessary.

To the right of these tabs there are control buttons which allow you to save, create a new record, print, delete or generate all Planned Maintenance Calls for this Customer.

Above the Customer record, you'll see the tabs which can be used to view linked pages. These tabs have been detailed below:

The Customer Contact tab stores any contacts which are linked to a Customer record. This allows for as many Contacts as necessary to be stored against the same record.

To add a new Contact, click the 'Add New Contact' button on the Contacts tab, and then fill in the pop-up window.

Please note that in order for you to be able to send emails or SMS messages to any contacts, you must obtain permission under GDPR and tick the appropriate boxes for each contact individually.

Once you have at least one Contact saved against the Customer, they'll appear in the Contacts list. You also have the option to set one as the 'Main Contact' which will show them on the main Customer screen.

The Site tab contains a list of Sites which belong to the Customer you're viewing. From this tab, you can also click the 'Add New Site' button to create a new Site belonging to this Customer.

Please visit the Site page for more information on Sites.

The Contract tab will show any Contracts that belong to the Customer. From here, you can also create a new Contract.

Please see the Contract page for more information.

The Extra Info tab is a custom tab which can be configured to suit your company needs and store extra information against a Customer record. It can also be configured and used in the same way for Sites, Equipment and Quotes.

For more information on Extra Info tabs, please see the Design Custom Info screen.

The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to using the eye and download buttons on the record.

To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.

Public and Private attachments are visible or invisible to Mobile users respectively. On customer attachments there is an extra tick box which allows attachments to be visible in the Customer Portal.

The History tab is used to allow you to view either Call or Invoice history for your chosen Customer. The tab itself is a dropdown and has the options for either Call or Invoice. Clicking either of these options will open that specific list within the History tab.

Call History The Call History tab will display any Calls associated with this Customer, and allow you to view them by double clicking on them. You can also click the Add New button to create a new Call.

Invoice History The Invoice History tab will display any Invoices associated with this Customer - whether that is a Call, Contract or Sales Order Invoice. You can double click an Invoice to view the PDF file.

The Generate PPM's tab isn't a tab as such, as when clicked it will open a pop-up window where you can choose what you'd like to generate.

You can select a Start and End Date, whether or not a Contract is required, and whether to generate PPMs set up against the Site and/or Equipment. Clicking Create will then generate Calls for any valid records within your criteria.

Please see the PPM screen for more detail on Planned Maintenance.