Customers

Main

🏠 Dashboard 🏢 Customers 📋 Service Calls 📅 Scheduler

Inspections

🔥 Fire alarm 💧 Fire suppression 🛢️ Hood cleaning (USA) 🚪 Exit & Emergency 🧯 Extinguisher

Finance

📄 Invoices

Settings

⚙️ Company setup 👥 Team members 🔧 Service items 🔐 Roles & Permissions 💳 Billing

—

Customers

Sign out

🔍

Loading customers...

#	Company name	Primary contact	Location	Payment terms	Tax	Actions

🏢

No customers yet

Add your first customer to get started

Add new customer

Basic info

Address

Contacts

Billing & Tax

Billing Location

Service Locations

Notes

Company name *

Company name is required

Address line 1 (optional)

Address line 2 (optional)

City (optional)

Country (optional)

Province (optional)

Postal code (optional)

Payment terms

Tax information

This customer is tax exempt

Tax exempt number (optional)

Tax zone (optional)

Billing Location

Same as main address Uncheck to enter a different billing address.

Street Address

Street 2 (optional)

City

Country

Province

Postal Code

Billing Contact Person

Contact Name

Phone

Service Locations (max 12)

No service locations yet. Click + Add Location to add one.

Notes (optional)

Delete customer

Are you sure you want to delete this customer? This cannot be undone.

📥 Import Customers

Customers CSV file (required):

Locations CSV file (optional):

Leave empty if importing only customer records.

⚠️ Duplicates Found! Some customers already exist. What should we do?

Skip duplicates Update existing