Create, Edit, or Update the Customer Profile

Manage Customer Profiles in IndusTrack

Keep your customer information organized and easy to access in IndusTrack. You can add, edit, or remove customer profiles in just a few steps.

🟢 Add a New Customer

There are three ways to add a customer in IndusTrack:

1. Add Manually (One-by-One)

Use the Customer module to create a customer profile manually.

2. Sync from QuickBooks

If you use QuickBooks, connect it to IndusTrack. When you add a new customer in QuickBooks, it will automatically appear in IndusTrack.

3. Import from Excel

If you’re switching from another system, you can upload an Excel file with your existing customers. No need to enter them one at a time.

✍️ Create a Customer Profile Manually

Step 1: Check for Existing Profiles

Before adding a customer, search their name to make sure they don’t already exist in the system.

Step 2: Go to the Customer Module

Click Customer on the top menu.

If it’s greyed out or missing, you don’t have access to this module.

Step 3: Add a New Customer

Click the Add New button.
Or click More Actions > Add New Customer.

Step 4: Fill in the Details

There are two tabs to fill out: General and Tax & Payment Terms.

General Tab

• Customer Number:
  • If auto-numbering is off: enter manually.
  • If auto-numbering is on: it will be filled in automatically.
• Company Name:
  • Use the full name if it’s a person, not a business.

• Contact Details:
  • Enter the first and last name of the contact person.
  • Add their email, phone, and mobile number.
• Website: Add the company’s website URL.

• Service Contract: Upload the agreement using the Choose File button.

• Service Location:
  • The Service Address is what your field employees will see in the IndusTrack mobile app when they have a job scheduled. This address is also used to create a virtual geofence for GPS tracking, which helps generate customer activity and daily reports.
  • If a customer has more than one service location, you can add more addresses when editing their profile.
  • Fill in all fields marked with a *.
    • Location Name – This refers to the name of the building/structure/fairground where the business is set up.
    • Street*
    • Unit Number
    • City*
    • State*
    • ZIP*
    • Country
  • Click Validate Address to show the location on the map.
    • The longitude and latitude will be automatically filled in once the address is validated.
• Billing Address:
  • If it’s the same as the service address, check the box to skip this section.
  • Otherwise, fill in the billing address manually.

Tax & Payment Terms Tab

• Tax Rate: Select the appropriate rate.
• Payment Terms: Choose when payment is due.
• Default Discount: If needed, add a default percentage discount.

Step 5: Save the Profile

Make sure all required (*) fields are filled in. If anything’s missing, the Save button will stay greyed out

The new client will be added to your Customer List. You can now go and manage the Customer Profile so other data can be added or updated.

📝 Edit a Customer Profile

To update or work on a customer’s profile (like uploading documents, creating jobs, or sending messages):

1. Go to the Customer module.
2. Find the customer and click their name to open the profile.
3. Click Edit Contact in the upper-right corner.
4. Make changes under the General and Tax & Payment Terms tabs.
5. Click Save.

🚫 Deactivate a Customer

If a customer hasn’t engaged with your company for a while, you can deactivate them before deciding to delete.

1. Open the customer’s profile.
2. Click Make Inactive (bottom-left of the page).
3. In the warning pop-up, click Yes to confirm.

Their profile will move to the Inactive Customers list.

✅ Reactivate a Customer

To bring back a deactivated customer:

1. Go to More Actions > Show Inactive Customers.
2. Find and open the customer’s profile.
3. Click Edit Contact.
4. Click Make Active.
5. Confirm by clicking Yes in the pop-up.

The profile moves back to the Active Customers list.

🗑️ Delete a Customer

Only delete a customer if you’re sure their profile won’t be needed again.
⚠️ This action cannot be undone.

You must deactivate the customer before deleting them.

To delete:

1. Go to the Inactive Customers list.
2. Check the box beside the customer(s) you want to delete.
3. Click Actions > Delete.
4. Confirm by clicking Yes.

The customer’s profile will be removed from the Inactive Customers list.