Customer Management | The BOAhub

Uploading customers is streamlined through bulk uploads via CSV files, allowing for efficient management. Additionally, the ability to add, edit, and delete customer information ensures that records remain accurate and up-to-date.

Choose the 'Sell Price' option and then set markup (if you are not using the BOA provided RRP)

Setting labor, travel, and crimp rates involves establishing each rate and understanding how these settings transfer to job card PDFs and invoices for accurate billing.

Setting customer-specific discounts involves allowing, setting, or editing discounts for customers & understanding which job card items the discounts apply to, ensuring clear and accurate billing.

Incorporating customers into job cards involves selecting a saved contact or inputting the data manually, using a 'save customer' tickbox for future use. This process also connects customer selection to the application of any applicable discounts.