Add New Customer

Create a new customer profile.

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

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.

Account Access & Security

Manage email addresses that can access the customer portal.

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