Customers

Create Customer

Set commercial defaults now so pricing, tax, and delivery rules flow directly into the quote engine later.

Company & Operations

Billing Address

Primary invoicing address used on statements and invoices.

Shipping Address

Expand this section only when the shipping destination differs.

Active sales reps only.

Active CSRs only.

Optional hard credit cap for the customer account.

Internal MIS notes shown to your team only.

Finance & Pricing

Pricing Defaults

These values roll directly into the quote engine for this customer.

Customer-specific commission rate attached to future quotes.

Optional quantity-break schedule applied after margin pricing.

Current floor: 40.00% margin and $0.00 minimum margin per job.

Search by county or municipality. Combined tax rate is shown inline.

Tax-exempt customers still retain their default rate selection for reporting, but tax should be suppressed downstream.

Contacts

Save the customer before adding contacts

The first save creates the account record. After that you can add invoice, statement, and quote recipients inline from the edit screen.

Notifications