Customers
The Customers screen serves as the central customer master for the Preconstruction module. It maintains a searchable directory of all companies and individuals your organization does business with. Customer records are referenced throughout JobNext when creating contracts, linking jobs, and generating invoices, ensuring consistent party information across the entire project lifecycle.
Customers can be added individually, imported in bulk via spreadsheet upload, or created automatically when a prospect is converted through the sales pipeline. Keeping the customer master up to date ensures accurate reporting and seamless document generation.
Customer List
The main view displays a tabular list of all customers. The table supports column sorting, inline search, and pagination for large datasets. The following columns are shown:
| Column | Description |
|---|---|
| Customer Name | The registered or trading name of the customer company or individual. |
| Customer Code | A unique alphanumeric code assigned to each customer for quick identification and lookup. |
| Contact Person | The primary point of contact at the customer organization. |
| Phone | Primary phone number of the customer or contact person. |
| Email address used for official correspondence and notifications. | |
| City | City where the customer is located, useful for regional filtering. |
| Country | Country of the customer's registered address. |
| Status | Indicates whether the customer record is Active or Inactive. |
Top Action Bar
The toolbar above the customer list provides the following controls:
| Button | Description |
|---|---|
| Add + | Opens the form to create a new customer record manually. Required fields include Customer Name, Code, and at least one contact method. |
| Upload | Bulk import customers from a spreadsheet file (CSV or Excel). A downloadable template is provided to ensure the correct column format. |
| Export | Downloads the current customer list as a spreadsheet file for offline review or sharing with other departments. |
Customer Detail Fields
When adding or editing a customer, the following fields are available on the detail form:
| Field | Description |
|---|---|
| Customer Name | Full legal or trading name of the customer. This is a required field. |
| Customer Code | Unique identifier code. Can be auto-generated or manually entered based on your organization's naming convention. |
| Contact Person | Name of the primary contact at the customer company. |
| Phone | Primary telephone number including country code. |
| Primary email address for business correspondence. | |
| Address | Street address, city, state/province, country, and postal/ZIP code. |
| Tax Registration No. | Tax identification number (e.g., GST, VAT, TRN) used for invoicing and compliance. |
| Business Unit | The business unit within your organization that manages this customer relationship. |
| Region | Geographic region the customer belongs to, for territory-based reporting. |
| Status | Toggle between Active and Inactive. Inactive customers are excluded from dropdowns in new transactions. |
Linking Customers
Customer records are referenced in several areas of JobNext:
- Contracts — Every contract must be linked to a customer from the master list.
- Jobs — Execution jobs inherit the customer from the associated contract.
- Invoices — Customer details (name, address, tax number) are pulled automatically into invoice documents.
- Prospects — When a prospect is converted, a customer record is created or linked.