Step by step
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Create a customer
Go to Relations > Customers and create a new customer. In the search field at the top, type a company name, an 8-digit Chamber of Commerce number or a postcode with house number, and choose the company. Servaro fills in the name, the registration number and the billing address. Check them and add the rest.
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Choose the type and segment
Say whether the customer is a business or a private person, and choose a segment: business, private, owners' association, school, care institution or property manager. You can filter customers and work orders by segment.
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Link contacts
On the Contacts tab of the customer you link existing contacts or create a new one, with a role. One contact is the primary contact. Quotes, work reports and invoices go out in the language of the contact who receives them.
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Add a location
On the Locations tab you create a location. The form takes over the address, phone number and email address of the customer; change what is different. A Dutch address is checked against the BAG register. Also fill in the access instructions, opening hours and safety notes: the technician sees them in the app.
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Divide the location
On the page of the location you record buildings, floors and rooms under Rooms, and loops, groups or fire compartments with a code under Zones. Under Contacts you choose who is on site and who holds the key.
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Record the parties
On the Parties tab you record who owns, uses, manages and pays for the location, with a period. A new work order at the location goes to the payer who applies on that day.
Good to know
- Servaro warns you when a customer with the same registration number, VAT number, email address or address already exists. After checking, you can carry on.
- Archive a customer you no longer use. The customer and their data are kept.
- If the company details cannot be fetched for a moment, fill in the customer by hand.
- You can also read customers, contacts and locations from Excel or CSV, under Administration > Import.