NewWayService allows you to fully manage your customer list. Several pieces of information can be entered for each customer and you can even add your own user defined fields if needed.

Each customer can have one or several contacts and special notes can be entered, to be automatically displayed when selecting the customer on a work order.

A customer can also be a branch of another customer and you can even indicate to automatically always bill work operformed to the parent customer (head office) or to another customer.

Your customer list can be entered as to have new customers, or can be imported directly into NewWayService by using the data import/export utility included with the software.

If needed, banks of hours can be added for each customer and can be automatically debited when entering actions on your work orders.

A zone list (geographical, logical, etc.) can also be entered into the software. Each customer is linked to a zone, and each technician covers one or several of these zones. This makes it easy to select a technician to assign to an appointment .