Built in
Link to your accounting records
Each customer can be linked to its matching account in your accounting system. Once linked, the account number comes straight from your books — NORDVEST shows it on the customer, so there's no second number to keep in sync by hand.
Multi-location & national accounts: parent and child records
Got a customer with a corporate office and several plants? Set it up as a parent customer with child sites. Each location keeps its own address, assets, contacts, and service history, while the parent gives you the corporate-level view.
Because the account link lives on each customer record independently, you have full flexibility: link every site to one consolidated account, link each site to its own, or any mix — it just mirrors how you actually invoice them.
Contacts
Add as many contacts as a customer needs — the AP person, the plant manager, the gate contact — and mark one as the primary.