📄️ Customers Overview
What the Customers module is, who should use it, and how it relates to sites, subscriptions, and service jobs.
📄️ Create a Customer
Add a customer account, link sites to it, and set billing details.
📄️ Customer detail page
The customer 360 — a sticky KPI header and tabs for Overview, Sites & contacts, Quotes, Jobs, Tickets, Activity, Billing, and Documents.
📄️ Customer Contacts
Admin, billing, and authorizing contacts for a customer — with optional linking to a CleverAlert app user for future portal features.
📄️ Customer Memos
A dated, first-class memo log on the customer account — running account history distinct from ops-issue notes.
📄️ Customer Account Link
Share a secure, no-login link that lets a customer view their jobs, quotes, invoices and statement across all their sites.
📄️ Request Customer Info
Send a link the customer fills in themselves — pick exactly which details you need, for a new customer, an existing one, or a new site.
📄️ Account Tags
Smart tags that classify every customer and site as Ad hoc or Subscription, flag accounts that are monitored but not billed (or billed but not monitored), and let you overrule either on a single account.