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. You can group customers, save filter combinations as named views, and set a default view that loads automatically. See Working with Tables for details.

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.

Sub-customers vs. Locations

When one business spans more than one place, NORDVEST gives you two different tools — pick based on billing:

Sub-customers — for separately-billed arms of a business (e.g. a chain where each shop gets its own invoice). A sub-customer is a full customer record with a parent:

• Assign a parent when creating or editing a customer to group them together.
• The parent's page lists its sub-customers; each keeps its own address, assets, contacts, and service history.
• Each links independently to your invoicing system, so they can roll up to one account or bill separately — any mix.

Locations — for several addresses that all roll up to one customer and one bill (e.g. a farm with three sites you service). Locations live inside a single customer:

• On the customer's detail page, turn on Multiple locations (in the Assets area). This seeds a "Main Location" from the customer's address.
• Add more locations as top-level asset groups, each with its own address. Groups nested under a location inherit its address unless you give them their own.
• A location can also just inherit — handy when two nearby sites share an address. See Assets for managing the location/group tree.

Rule of thumb: different bills → sub-customer. Same bill, different address → location. An info tip on the toggle says the same thing.

Customer account numbers

NORDVEST is for service work, not invoicing — so it doesn't keep its own billing number. The customer's account number comes from your invoicing system (QuickBooks Desktop today).

• Link a customer to its matching account in your invoicing system, and the account number shows up on the customer detail page, in the customer list, and via the API.
• Not linked yet? You just don't see a number — nothing is broken.
• The link is generic at the integration layer, so the same mechanism carries any future invoicing tool we connect.
• For a parent with sub-customers, each record links independently — point them all at one consolidated account, give each its own, or any mix that matches how you invoice them. (Locations within a single customer share that customer's account, since they share its bill.)

Editing a Customer

Click the customer's name in the list to open the edit page. The form is organized into tabs:

• Overview — name, parent, primary contact, notes
• Address — service address
• Contacts — the customer's people (mark one as primary)
• Sub-customers — separately-billed customers under this one (root customers only)
• Print — print preferences
• Custom Fields — tenant-defined fields

Switch tabs freely — your edits stick even if you haven't saved yet. A blue dot appears on any tab with unsaved changes and a red dot appears on any tab with validation errors, so you always know where to look. When you're ready, hit Save Changes on the sticky action bar at the bottom — everything commits at once.

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 each.

Files uploaded here also show up in the tenant-wide Documents library under the Customers filter, so you can cross-reference everything your team has uploaded in one place.