Step by step
- Open the customer from Customers & machines › Customers.
- Click the Details & portal logins tab and change what you need.
- Press Save. You see "Saved."
Changing the type
Tick or untick A customer and A firm that sends us work. If you untick both, the company is kept as a customer.
Usually work for this customer comes from sets the default payer for calls logged without a machine (or Our own customer). Who pays for a machine's jobs is set on the machine. A company cannot be its own client: you would see "A company cannot be its own client."
What changes and what doesn't
New jobs, quotes and invoices use the new details. Jobs already logged keep the rates, cost limit and respond-by time they were logged with.
Works together with
- The customer pageOne page per company, in tabs: sites, machines and contacts (or, for a client, their customers and machines), jobs and quotes, contracts and invoices, and company details.
- Set a client company's ratesTell the system what you charge a client company for call-out, labour and travel, so every job for them is priced the same way.
- Cost limit without approvalThe most a job may cost (ex VAT) before you need the customer's or client's OK to invoice it.
- Response time (SLA) for a customerSet how many hours you promise to respond in for this customer; new calls get a respond-by time from it.