When you create a new customer in Handyman Office you need to define the basic data before it can be used.
- General contact information such as the company name, VAT number, email, etc.
In order to assign a customer category there needs to be categories available. - Assign an address that will be the default workplace for orders.
- Set up a contact to handle communication with technicians.
- Specify custom invoicing to give the customer general or specific discounts.
- Specific prices can be set for cost elements, materials, and income categories.