CUSTOMERS

Structured Customer Management

Manage customers as the commercial backbone of operations. Store billing terms, contacts, and account status in a single profile. Connect customers to sites, materials, orders, and jobs without duplication. Track operational and delivery history alongside commercial context. Keep planning and billing aligned to the correct account. DispatchFleet keeps this workflow connected across the platform.

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CAPABILITIES

Inside Customer Management

Manage customers as the commercial backbone of operations. These capabilities show how DispatchFleet supports day-to-day execution in this area. They capture the decisions dispatchers and field teams make every shift. They also define the guardrails that keep data consistent when plans change. Scan the list below to understand the major functions at a glance. Next, the Features section breaks each capability into concrete actions, screens, and reusable building blocks.

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Customers list

Makes customer discovery fast for dispatch and billing teams. Surfaces status and payment terms at a glance. Shows operational linkage through linked sites. Prevents inactive customers from being used unintentionally. Keeps commercial context consistent across orders.

Key Features:
  • Search and filters
  • Status and terms visibility
  • Linked sites count

Customer profiles

Keeps the customer record as the commercial source of truth. Stores contacts used for coordination and billing. Connects the customer to sites, orders, and jobs. Provides visibility into delivery evidence and inventory context. Reduces duplicate customer definitions and drift.

Key Features:
  • Profile tab structure (sites, orders, jobs, tickets, inventory)
  • Primary contact and terms
  • Operational history visibility

Billing terms

Sets the commercial rules that affect billing and follow-up. Keeps terms visible so teams do not guess. Controls whether a customer is active or inactive for new work. Surfaces open balance for context. Maintains consistency across orders and reporting.

Key Features:
  • Payment terms (Due on Receipt, Net terms)
  • Account status control
  • Open balance visibility

Linked sites

Keeps customer locations explicit and controlled. Ensures routing uses valid, linked sites. Supports customer-owned yards and plants without manual notes. Propagates consistently into order setup. Reduces mistakes when dispatching to the wrong location.

Key Features:
  • Link/unlink customer sites
  • Propagation into orders and routing
  • Customer-owned location visibility

Orders

Connects commercial demand to the customer record. Makes active and historical orders easy to review. Supports planning conversations with the right context. Improves traceability when issues arise. Keeps account-level oversight clean.

Key Features:
  • Customer orders list
  • Order status visibility
  • Traceability into jobs

Jobs

Shows what work was created and when it ran. Keeps linkage to source orders visible. Supports operational reviews without searching across modules. Helps reconcile customer expectations against planned work. Keeps customer context connected to execution.

Key Features:
  • Customer job list
  • Job status and dates
  • Order linkage visibility

Tickets

Keeps proof-of-work discoverable from the customer record. Shows quantities and timestamps tied to delivered work. Supports billing questions without manual digging. Links evidence back to jobs and orders. Improves dispute handling and audit readiness.

Key Features:
  • Customer ticket list
  • Quantity and status visibility
  • Evidence linkage

Inventory views

Connects customer ownership to material accountability. Aggregates quantities by material and site. Helps reconcile what was delivered and what remains. Supports export for reporting and reviews. Keeps inventory context tied to the commercial account.

Key Features:
  • Customer inventory aggregation
  • Material and site breakdown
  • Export and correction entry points
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WORKFLOW

Customer Management workflow

Manage customers as the commercial backbone of operations.

01

Customers list

Support Customers list with clear rules, visibility, and consistent execution.

02

Customer profiles

Keep a single profile that combines identifiers, status, documents, and operational history.

03

Billing terms

Support Billing terms with clear rules, visibility, and consistent execution.

04

Tickets

Support Tickets with clear rules, visibility, and consistent execution.

05

Inventory views

Support Inventory views with clear rules, visibility, and consistent execution.