Edit Customer

Update the profile for Regional Transport Co..

Corporate Office & Primary Contact

Details for the customer's main office and contact person.

Active

Company Name

Account Number

Corporate Phone

Corporate Email

Website

Corporate Street Address

City

State/Province

Zip/Postal Code

Country

Assign Main Office to Service Division

Primary Contact

Contact First Name

Contact Last Name

Primary Phone

Secondary Phone

Contact Email Address

Financial Settings

Set customer-specific financial terms, markups, and discounts.

Payment Terms

Leave blank to use company default.

Parts Markup

Leave blank to use company default.

Labor Discount

Leave blank to use company default.

Billing Configuration

Set up how this customer and their branches will be billed.

Enable Centralized Billing

Bill all selected branches to a single corporate account.

Branch Offices

Manage additional customer locations and assign them to your service divisions.

Branch #1

Active

Branch Name

Branch Contact Name

Branch Phone

Street Address

City

State

Zip

Country

Assign to Service Division

Branch Billing

Bill to Corporate

If on, this branch will be billed centrally.

Individual Billing Details for West Coast Depot

Billing Name

Billing Email

Billing Phone

Account Access & Security

Manage email addresses that can access the customer portal.

Portal User Emails

These users will receive an invitation to create a password and access the portal.

Corporate Structure

Link other customer profiles as subsidiaries of this company.

This company has subsidiaries

TorqueTrack

Edit Customer

Primary Contact

Branch #1

Branch Billing