Customer records

Either you create your own list of customer or upload the customer records from your current administration system.

In the customer record, you see and edit all information about a customer: address, invoice address, e-invoice address, organization number, contact person, facilities, service objects, work orders, fault reports …

You can upload documents linked to the customer (eg agreement) etc.

You can also specify items that should automatically appear as suggestions when service and work orders are performed at the customer, items that can be linked to an agreement you have with the customer.