Customers
HMB lets you create a database of your customers.
For each Customer you can create one or more 'Contacts' and one or more 'Sites.
A Job is for a specific customer and optionally you can choose a Site and a Contact (recommended) associated with the Job.
By adding Site's and Contacts you also get:
Click to email
Click to call
Click to text
Click to navigate
Contacts
Usage of Contacts is optional but highly useful.
When creating a Job you can select the primary Contact from the Customer's list of contacts.
Sites
A Site is an address associated with the customer.
When creating a Job need to choose the Customer and ideally you should select the Site associated with the job (allows you to click to navigate to the job).
Hourly Rate
Customer Type
The Customer Type can be used to filter the list of customer.
Disbarred
Mark a Customer as 'disbarred' if you no longer wish to work with them.
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