Customers
Manage customer information and service locations
Customers
Keep all your customer data organized in one place.
Customer Information
Each customer record includes:
- Company name and contact details
- Billing address for invoicing
- Service locations where work is performed
- Contracts and SLA agreements
- Service history of all completed work
Service Locations
Customers can have multiple locations:
- Main office
- Branch offices
- Customer sites
- Equipment locations
Each location has its own address and can have assigned devices/equipment.
Devices & Equipment
Track equipment at customer locations:
- Device categories (HVAC, Elevators, etc.)
- Serial numbers and specifications
- Maintenance schedules
- Service history with QR code access
Public Device History
Customers can view device service history via QR codes on equipment stickers:
- Scan QR code on device
- Enter 6-digit password
- View maintenance history, parts used, and signatures
This is public access (no login required), protected only by the password.