FEATURE
Customer management: customers and projects in one place.
Every job and every report belongs to a customer and a project. WorkLogx keeps this master data central – for scheduling, review and reporting.
In short
In customer management the office creates customers with number, address and an optional external ID and assigns projects to them. Reports can be run per customer.
What you maintain
- Customers with customer number, address and status
- External ID for matching with other systems
- Projects per customer with their own status
- Search and filters for customers and projects
From customer to proof of work
Daily approval shows the customer and project of each workday. Reporting includes a customer analysis – so the office sees what was done for which customer.
Frequently asked questions
- Can I match customers from another system?
- Customers can carry an external ID. It lets you match records with other systems, for example through the API.
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