Adding and Managing Customers

Customer records are the foundation of your RefriTrak system. Each customer can have multiple service locations, equipment, jobs, and service history. This guide covers creating and managing customer information.

Adding a New Customer

Step 1: Navigate to Customers

From the main dashboard:

1. Click Customers in the left sidebar
2. Click the Add Customer button in the top-right corner

Step 2: Enter Basic Information

Fill in the required customer details:

Required Fields:

• Customer Name: Business or individual name

Recommended Fields:

• Contact Person: Primary contact
• Email: Primary contact email
• Phone: Main phone number

Step 3: Add Billing Address

Enter the customer's billing address:

• Street address
• City
• State
• ZIP code

Step 4: Save the Customer

Click Create Customer to save the new customer record.

You'll be redirected to the customer list page where you can see the customer was added.

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Editing Customer Information

Update Basic Details

1. Navigate to Customers and find the customer
2. Click on the customer name to open their detail page
3. Click the Edit button (pencil icon)
4. Update any fields as needed
5. Click Save Changes

What You Can Edit

• Customer name
• Contact name, email and phone
• Billing address

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Customer Detail Page Overview

The customer detail page shows all information and activity for a customer:

Information Sections

Header Information:

• Customer name
• Contact email and phone
• Units, Recent Jobs, Activity Log
• Quick action buttons (Edit, Add Location)

Quick Actions

From the customer detail page:

• Add Unit: Adds a unit under this customer
• Create Job: Creates a job under this customer
• Log Activity: Log any notes, updates, etc. that will be visible for this customer

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Common Questions

Q: Can I merge duplicate customer records?
A: Customer merging is not currently available. Contact support if you need to consolidate duplicate records.

Q: Can I delete a customer?
A: Customers with associated data (locations, equipment, jobs) cannot be deleted to preserve historical records. You can add a note indicating the account is inactive.

Q: Can multiple users see the same customers?
A: Yes, all users within the same organization can see all customers. If you have multiple organizations, customers are separate per organization.