01What it is
The customer list holds the records of companies and private individuals. A company needs a name and a VAT number, a private person a first name and a last name. Every customer has an address, a phone number and an e-mail address, and can also have a correspondence address, an e-mail for invoices and any number of contact persons.
Each time a customer is saved, the application records the contact consents: project messages, and offers and reminders, separately for e-mail and SMS. The date and source of each consent stay in the history.
The customer card shows their buildings with fire safety devices, the sites where they are the client, the history of projects and quotes, and settlements split into paid and to be settled.
- ONE CUSTOMER, ONE CARD
- Details, objects, sites, quotes and payments in one place.
- CONSENT WITH A DATE
- Project messages and marketing separately, for e-mail and SMS.
- THE HISTORY STAYS
- A customer with a history is anonymised, not deleted.
02What it is for
You know who you are talking to
Contact persons with their role, including the decision maker, for every customer.
Value of the relationship
The value of projects over 12 months on a chart and the amount to be settled on the card.
Fire safety status for the manager
A link where the building manager sees the devices and downloads the reports.
GDPR in order
Personal data erased without losing the history of projects and quotes.
03Main options
The module has a list with tiles, the customer form and the customer card with tabs.
Customer, group, type, city and contact
Tiles: all customers, companies and private individuals. The list as a table or as tiles with a photo.
- Filters: customer group, type, city and country
- Search by company name, first name, last name, phone, e-mail and VAT number
- CSV export of the current filter
Details, contact persons and consent
A separate screen opened with the Add a customer button or from the customer card.
- Customer type and customer group, VAT no., Business reg. no., Company reg. no., EU VAT or National ID no.
- Main address, optionally a correspondence address and an e-mail for invoices
- Preferred contact, correspondence language, contact persons and contact consent
Everything about one customer
Tiles: active projects, value of the relationship, to be settled and quotes.
- Tabs: Overview, History, Objects, Sites, Finance, Photos and Fire status link
- The customer’s buildings with the number of devices, overdue inspections and open issues
- Menu: Create quote, Create project, Add customer building
04Tasks step by step
- STEP 1Open Modules › Customers › Customer list and choose Add a customer.
- STEP 2Choose the customer type. For a company enter the name and VAT number, for a private person the first name and last name.
- STEP 3Fill in the address, main phone and main e-mail, add contact persons and tick the contact consents.
- STEP 4Choose Save customer.
- STEP 1On the customer card open the Fire status link tab.
- STEP 2Check that the customer has an e-mail address and a VAT number (private person: postcode). Without them nobody can open the link.
- STEP 3Create the link, copy it and send it to the building manager. A new link invalidates the previous one.
- STEP 1On the customer card choose Create quote.
- STEP 2The quote form opens with the customer already selected.
- STEP 1A customer with no sites, quotes or enquiries can be deleted from the card menu.
- STEP 2For a customer with a history choose Erase personal data (GDPR) and confirm by typing their name.
- STEP 3Projects and quotes stay in the history, without the customer’s personal data.
05Actions
The most common tasks involving customers.
Add a customer
A company or a private person with full details.
Create quote
A new quote with the customer selected straight away.
Add customer building
A building the customer owns or manages.
Fire status link
The state of the devices for the building manager.
Export CSV
Customers from the current filter in one file.
06What it connects to
Choose a module to see how it uses customer data.
Objects
The customer’s objects are shown on the Objects tab of their card.
Go to the topicObjectsSites
Sites where the customer is the client, with the deadline and stage.
Go to the topicSitesFire safety by customer
The fire safety status of all the customer’s buildings in one view.
Go to the topicFire safety by customerPayments
Paid and to be settled on the card are calculated from project payments.
Go to the topicPaymentsCustomers
The customer report shows the value of the relationship across the whole database.
Go to the topicCustomers