How to Manage Customers


In Simpro Premium, all the customersClosed The entity (individual or company) that receives the invoice for work provided. A customer may be associated with multiple sites, for example, if they are a franchise. you have created are managed from the customers table. You can use the search feature to find specific customers, filter the table according to certain criteria, and edit customers to change their details.

To learn how to create customers, go to How to Create Customers.