Types of Customers

Individual  

An Individual Customer is exactly what the name implies - a person, rather than a company. Individual customers usually operate from a single location only, interact directly with your staff and is directly billed for using your services.

Company

A Company Customer could be a small or large business establishment, identified by its business name and business number (i.e. ABN, ACN, EIN, LLC) and possibly has multiple sites distributed across multiple locations. Communicating with a company is usually through one or more individuals who work for the company and act on its behalf. You can add such individuals working for your customer directly as Company Contacts.

Company Contacts 

When adding contacts to a company, you can define them as:

Billing Contact

A representative of the Company customer who is in position of overseeing the finances and settling due payments to your company. 

Primary Contact

The main representative of the Company customer, who can be contacted to provide further information relevant to the services requested and needs to stay up-to-date on the business transactions between your company and its employer.

Site Contact 

If you set up multiple sites for a customer, you can add a specific contact to each site that is the primary point of contact at that location. The site contact information is available to Loc8 Mobile users.

Engaging with Customers

Notifications

Please read the article Configure Standard Notifications for further information on how to keep customers up-to-date with job progress.

General communication

You can store all the common contact details against a customer, such as phone, email, website etc., so that your Workforce have all the details at hand when they need to contact the customer.

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