Write a customer's standing notes once
The things that are always true about an account, kept on the account.
What this is for
Every regular customer has a handful of standing facts — where to deliver, who signs, what they always want, what went wrong last time. Written on the customer, they show up wherever that customer does, instead of being re-typed onto every job and forgotten on the one that mattered.
Before you start
- Have the customer record open.
Step by step
- 1
Open Customers and pick the customer.
- 2
Find the notes on the account overview and write what is always true — access, delivery, who approves, standing preferences.
- 3
Save. The note travels with the customer onto their quotes and jobs.
Tips & gotchas
- Keep it to what is always true. A note about one job belongs on that job — put it here and it will be read out on a job it has nothing to do with, for years.
- This is the right home for the thing everyone in the shop 'just knows'. It is also the only version of it that survives the person who knew it leaving.