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CustomersCustomers

Customers

The list of businesses and people you do work for, with their contacts, their assets and their jobs.

When to use

  • You are adding a new customer, or looking one up.
  • You need a customer’s contacts, phone or Xero link.
  • You are checking everything done for a customer.

Customers are listed for every signed-in staff member. Supervisors, Office and Owners can add and change them. Technicians can view.

Overview

The Customers page lists customers with name, account status, phone, email, how many assets they have, and their Xero status. Select a customer to open it.

A customer page has the customer’s details, the Xero section, Contacts, Assets and Jobs.

Screenshot pendingA customer page showing details, Xero link, contacts, assets and jobs
A customer page.

Key features

  • Search by name, phone, email, contact, rego, fleet number, serial, HIN or vessel. Choose Active customers, Inactive customers or All customers under Show.
  • Details: name, Account customer (invoiced on account), phone, mobile, email, physical and postal address, notes.
  • Labour rate override ($ per hour, excluding GST). Leave blank to use the job type’s rate.
  • Order number required on jobs. New jobs for this customer warn that the invoice needs one.
  • Active. Untick to hide a customer who no longer buys from you. Their history stays.
  • Duplicate warning. If a customer with the same name exists, a warning offers Create anyway or Save anyway.
  • Contacts: name, role, phone and email. Add as many as you need, for example a fleet manager or site supervisor.
  • Xero link: see below.

Xero

When Xero is connected, each customer can be linked to a Xero contact.

  • Link to it when Xero already has a contact with the same name.
  • Search Xero contacts, then Link to pick one.
  • Create in Xero makes a new contact from the customer.
  • Refresh from Xero, Open in Xero and Unlink.
  • If a customer has been changed in both places, This customer differs from its Xero contact. A table shows both sides. Choose Keep WSManager’s or Take Xero’s. Neither is overwritten until you choose.
  • Name, email, phone, mobile and addresses go to Xero. Notes, labour rate, contacts and the order number flag stay in WSManager.

See Xero customers.

How to: add a customer

  1. Go to Customers, then New customer.
  2. Enter the Name and the other details.
  3. Select Add customer.
  4. If Xero is connected, you can link or create the Xero contact on the customer page.

How to: add a contact

  1. On the customer page, go to Contacts.
  2. Under the form, enter New contact name, Role, Phone and Email.
  3. Select Add contact.

How to: add an asset or a job

On the customer page, select Add asset under Assets or New job under Jobs. See Assets and Creating a job.

Tips & gotchas

  • Two businesses can share a name. Use Create anyway only when it is a different customer.
  • Customer details you change here are sent to Xero when the customer is linked.
  • The shared workshop PC cannot open customers.
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BookingsAssets and service history