Customers

Create detailed customer profiles with business type, status, contact information, and descriptions.

Manage multiple contacts per customer with names, emails, phone numbers, titles, and primary contact designation.

Track multiple service locations per customer with addresses, GPS coordinates, and location hierarchy.

Define service agreements with recurring schedules that automatically create checklists when service is due.

Track equipment, units, and physical items owned by customers with full asset management integration.

Link operational issues to customers for complete visibility into problems and resolutions.

View all completed and pending checklists for a customer, with full execution details and documentation.

Track all changes with field-level audit logs showing who changed what and when.

Categorize customers by type with configurable playbook restrictions per customer type.