Partners
The people and businesses you trade with.
Partners is your record of everyone on the other side of a transaction — customers, suppliers, and the operational partners who help you deliver. Each carries their own terms, history, and balance, so the answer to "what is our relationship with them" is one screen rather than a search through email.
- Terms held per partner and applied automatically
- Full trading history and current balance in one place
- Operational partners tracked alongside customers and suppliers
In this module
- Customers
- Who buys from you, on what terms, and what they owe.
- Suppliers
- Who you buy from, their terms, and what you owe them.
- Operational Partners
- Contractors and partners who help you operate.
Guides that use this
- Restock from a supplierOrder goods in, receive them into the right place, and record what you now owe.
- Invoice a customer and get paidTurn a delivered order into an invoice, then chase and settle it.
- Book a job through to a paid invoiceFollow one service appointment from the calendar to a settled invoice.
- Follow a customer's history across orders and messagesSee a returning customer's orders and conversations from the same record, not scattered across tabs.
- Turn a lead into a customerCapture a prospect, work it, and convert it without losing the history behind it.
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