Customer Module

The Customers module is where each Customer is entered or “inserted” into the module. Once entered into the module and saved, the user can search, view, and search for a specific customer. The following are some examples of information you will find in the customer module: basic demographic information, invoice creation settings, default work weeks, job sites, invoices, notes, and checklist items.

The Customers Module has the following tabs:

1. Profile

2. Job Sites

3. Placements

4. Contact

5. Note

6. Activity

7. Rules

8. Order History

9. Invoicing

10. Overview

11. Checklist

12. Documents

13. Find It!