The Customers access right in Service Geeni allows users to create and manage customer account records.

The Customers access right allows users to maintain customer account details, including contact information, billing data, and linked service locations.

Customer records act as the central profile for all interactions, including jobs, contracts, invoices, and service history.

Maintaining accurate customer data ensures efficient service management and reporting.

Within the system, Customers can be found here:

• Records

• Customer & Site Records

Editable permissions for this Access Right are:

• Create

​• Delete

​• Edit

​• View