What good looks like
A customer with a primary contact, service site, billing details, communication preferences, and useful operating notes.
Have these details ready
- Customer or business name
- Primary contact and service address
- Billing address, payment terms, and tax treatment when known
Run the workflow
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Search before creating
Search by name, phone, email, and address. Check spelling variations and household or parent-company relationships.
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Enter account identity
Use the name staff should recognize. Record a separate legal or company name when it differs from the display name.
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Add contacts and preferences
Add primary, billing, property manager, tenant, or site contacts. Mark the preferred contact method and note who may approve work.
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Add the service site
Enter the full address, access instructions, unit or gate details, hazards, and site notes. Keep billing information separate when invoices go elsewhere.
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Set billing context
Confirm payment terms, tax status, purchase-order requirements, and statement preferences. Attach exemption evidence instead of relying on a note.
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Review the profile
Scan contacts, sites, preferences, and billing details from the perspective of a dispatcher and technician.
Check your work
Do not call the workflow complete until these statements are true.
- The customer is returned by phone, email, and address searches
- At least one usable contact and service site are present
- Billing and access instructions are visible
If something does not look right
One customer has several properties
Keep one account when billing and ownership are shared, then add a separate site for each location.
A tenant requests work
Record the tenant as a site contact and document who can approve charges before quoting or dispatching.