Customers & Contacts

Full customer profiles: billing and shipping addresses, hourly rate, tax rate, assigned technician, billing terms, company type, tax ID.

Unlimited contacts per customer

With a designated primary contact.

Notes and file attachments directly on the customer record.

Turn unbilled ticket time into an invoice

In one action.

Stored, tokenized payment methods per customer for repeat billing.

Bulk delete across the customer list.

REST API access for listing, creating, and updating customers programmatically.