Customers, contacts & sites

The Customers section is the account layer that everything else hangs off — sites, tickets, work orders, and invoices all trace back to a customer, which is why customer, contact, and site management lives in the same system as monitoring and dispatch.

Customers

Each customer account has:

• Name, code, and status — Prospect, Active, or Inactive
• Contact details — email, phone, website, address, city, region
• Notes
• Roll-ups of site count, contact count, and open tickets

Contacts

Each customer can have multiple contacts:

• First / last name, title, email, phone
• A primary flag
• Whether portal access is enabled (see the customer portal)

Sites

Sites are the physical locations you serve. Assign a site to a customer (and unlink it if it moves). Sites carry the coordinates used for geofenced check-in and connect your edge gateways and assets to a place on the map.