Customer Basics

The customers tab is where you see and select from your list of customers.


  • Customer basic fields
  • Tax Code
  • Service Tax Code
  • Source
  • Account Code
  • Payment Type
  • Route Days
  • Price Code
  • Service Address GPS Lookup
  • Equipment/Cabinet basics
  • Bill To Addresses
  • Contact Info: phone numbers and Auto Email addresses

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Product Basics