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Customers overview

A Customer is a person who wants to buy your hardware and services. On the platform, information about a Customer is consolidated in their Customer record.

Entity diagram highlighting Customer

Customer record​

On a Customer's record, you can see:

  • their contact details and Customer class.
  • their assigned Prime contractor.
  • their Workflow history.
  • the next Task for them.
  • the Sites, Projects, Quotes, and Jobs created for them.
  • the Accepted T&C's date, which is the date the Customer accepted the Platform terms and conditions.

You can also:

  • View the Prime contractor assigned to a Customer.
  • Access Sites, Projects, Quotes, Jobs, and charges (if applicable).
  • Access open workflow Tasks.

If you're a Principal admin, can also:

  • View and update their Class Flags
  • Update their Default Prime Contractor, as long as there are no running workflows.

Customer reference number​

When a Customer is created in the Platform, they're given a unique Customer reference number in the form of AA-XXX where

  • AA is their partner code
  • XXX is an alphanumberic sequence

As they progress along their Customer journey, this reference is extended. For example:

  • Projects created for will have the reference is AA-XXXY
  • Quotes and Jobs created for them will have the reference AA-XXXY-ZZ.