APP guide

To create a new customer within the software, it will be necessary to open the menu and click on Master data, “Customer”. Once on the page, you will need to click on “Add” in order to create a new customer.

Once this section has been opened, all the specifications to be entered for the customer will be shown, with some mandatory fields (Name and VAT number/tax code).

In the lower section of the master data it is possible to enter several email addresses of the customer, which can be used when sending reports, so that they can be sent to several emails.

When all data have been entered, the customer can be saved by clicking on SAVE. Now the customer can be used to create interventions and all his/her data will be entered in the reports.

To edit a customer, you must click on the customer, make the changes and click on update.