Customers
Customers are the businesses you serve — the factories, the plants, the workshops that keep calling because they trust you with their compressed air. Every asset, service agreement, and service request ties back to a customer.
Viewing Customers
The Customers page shows all your customers in a searchable, sortable table with filtering. Click any customer name to view their full profile, including:
- Contact information
- Service address with a link to Google Maps (because nobody memorizes addresses anymore)
- Business hours
- All assets at their location — with "not in use" assets tucked at the bottom so active equipment stays front and center
- Active service agreements
- Service requests and We Owes related to this customer
- Service history
- Attachments
Adding a Customer
Click the Add Customer button to open the customer form. The only required field is:
- Name — The company or business name
Everything else is optional but helps you serve them better:
- Service Address — Where you send technicians (address, city, state, ZIP)
- Contact Name — Primary contact person at this customer
- Contact Phone and Contact Email — How to reach them
- Business Hours — When they're open. If not set, NORDVEST uses your company's default hours
- Notes — Internal notes visible only to your team
Tip: The notes field is prime real estate. Gate codes, parking instructions, "use the back entrance," "the contact person is never at the front desk" — anything that saves your technician a phone call from the parking lot.
Parent and Child Customers
Some businesses have multiple locations or divisions. NORDVEST supports parent-child relationships between customers — assign a parent when creating or editing a customer to group them together.
- A child customer inherits its parent's billing account automatically
- The parent customer's page shows all its child locations
- This keeps your customer list organized without duplicating billing details
Billing Accounts
Every root customer (one without a parent) automatically gets a Billing Account with a unique billing number like 1001, 1002, etc. Child customers share their parent's billing account.
Billing numbers give you a simple, consistent way to reference accounts — especially when coordinating with your accounting system or invoicing.
Editing a Customer
Click the customer's name in the list to open the edit form. Make your changes, hit save, and you're done. No drama.
Business Hours
Each customer can have their own business hours, which override your company defaults. This comes in handy for:
- Customers with unusual schedules (second shift only, weekends only)
- 24/7 operations that never sleep
- Seasonal hour changes
If a customer doesn't have custom hours set, NORDVEST falls back to your company's default business hours — set those up in Settings.
Customer Attachments
You can upload files directly to a customer record — service contracts, equipment manuals, site maps, whatever your team needs on hand. Files are stored securely within your company's data and accessible only to your team.
To add an attachment, scroll to the Attachments section on the customer detail page and upload your file. NORDVEST supports common file types up to 20 MB.