Customers

Everything in Syncentra hangs off a customer: work orders, contracts, log books and invoices all point back to one. Getting the record right once saves retyping it on every job.

Adding a customer

Open Customers → Add Customer and choose the type first, because it changes the fields you get.

Both types then take an email address, phone number and full address — street, house number, postcode and city.

Contacts

A customer can have several contacts — the person who reports faults is often not the person who pays. Add them under Customers → Contacts so the right name and number appear on the work order.

Sites

A site (locatie) is a physical address where work happens. One customer can have many: a chain might have twenty branches under one account.

Add sites under Customers → Sites. Each work order and log book points at a site, so a technician always knows where to drive.

Installations

Within a site sit the installations — the individual cooling systems. Installations are what log books track and what technicians record work against. Registering them properly means:

• Work orders can link straight to the right system.
• Log books prefill their technical details.
• The service history stays attached to the equipment, not just the address.

Finding a customer

Use the search box to filter by name, email, phone or address. Clear resets it.

From the Actions menu on a row you can:

• Edit — update the customer's information.
• Delete — remove the record. This cannot be undone.
• Client portal access — give the customer a PIN to view their own records. See Client portal.