Step by step
- Open the client company from Customers & machines › Customers. It opens on the Their customers & machines tab.
- Under Customers of …, click + Add a customer of … (already open when there are none yet).
- Enter Customer name and Address (where the machines are). Both are required.
- Optionally fill in Phone, Site name, Town / city and Postcode.
- Press Add customer. You see "Customer added. Now add their machines below."
- Add their machines under Their machines.
What it creates
A new company marked as a customer of this client, and its first site at the address you entered. It appears in the main customer list as Customer of ….
Works together with
- Add a firm that sends us workSet up a dealer or service company that sends you jobs, with the rates you charge them, so every job for them is priced correctly.
- A client company's machinesSee and add every machine you look after for a client company, at any of its customers, and log a call on one straight away.
- Add a machineAdd a copier or printer at a customer site with its meters, in one step; you can create a new customer and site at the same time.