Add a Customer and Their Sites

A customer is the business you work for. A site is a place you go for them, such as a store, a plant room or a school. Every job and quote belongs to a customer, and can name one of that customer's sites.

Add a Customer

1. Go to Customers and choose New Customer.
2. Enter the Customer Name. The ABN, phone, accounts email, billing address, primary contact and payment terms can be filled in now or later.
3. Tick the purchase order box if they need to give you a PO before work starts.
4. Choose Create Customer. Deployr opens the customer's page.

Add Their Sites

1. Go to Sites and choose New Site.
2. Pick the Customer, enter the Site Name and add the address.
3. Optionally give it an Area, such as North or Bayside. The Sites board groups sites by area, and a site without one stands under its suburb.
4. Choose Create Site.

A site's page holds what a technician needs before a visit: access instructions, inductions, permits, opening hours and contacts. Choose Edit on the site to fill them in.

While Raising a Job

An admin can add a customer or a site without leaving the job form: Add Customer and Add Site sit at the top of its Customer and Site lists.

For what a customer's page shows, and how to put a customer on hold, see Find a Customer's Work, Contacts and Status.