Customer Management

Companies specializing in providing repair and maintenance services can easily use the Customer Management add-on module option to effectively manage, validate, and report on services provided to each individual customer. 

With this module, you can invoice customers and quickly report on paid/unpaid work. If you are using our web-based version of the software, your customers can access their individual data through the Collective Data web interface. 

This module gives you the power to keep track of how much it is costing to service each customer. You can keep track of markups and see your true profit margin per customer. 

Features

  • Manage third-party vendors
  • Separate part rates and labor rates for each vendor
  • Track and manage unlimited rates and vendors

Benefits

  • Understand the cost breakdown of individual customers
  • Track and manage profit margins
  • Specify billing terms, invoices and labor rates per customer

Reports

Customer Details
Customer Equipment Cost
Customer Equipment List

Views

Customer
Customer Terms