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Customer accounts

A customer account is the long-lived record that holds everything tied to a customer: their people, their addresses, their appointments, and their change orders. One account can carry many appointments over years; the account is how Bidvio remembers a customer between visits, and it's the unit you reach for when a returning customer calls.

Articles in this section cover creating customer accounts, editing the people and addresses on them, and managing accounts as they evolve.

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Adding a customer account Pending verification
Create the customer-account record that an appointment, a contract, and any future work will hang off of — Internal ID, customer type, people, addresses.
Customers → Customer accounts → New customer

Customer accounts

Adding a customer account Pending verification