Documentation Index
Fetch the complete documentation index at: https://docs.runsubstrate.com/llms.txt
Use this file to discover all available pages before exploring further.
Customers
The Customers section stores all of your client records. Every work order is linked to a customer, so keeping your customer list accurate saves time when creating new quotes.The Customer List
Navigate to Customers in the top nav. The list shows all customers with a search bar at the top — type any part of a name to filter instantly.Adding a New Customer
- Click New Customer.
- Fill in the customer’s details:
- Name (required)
- Phone
- Tax Rate — select the applicable tax rate for this customer
- Billing Address — street, city, province, postal code, country
- Click Save.
Editing a Customer
From the customer list, click a customer’s name to open their detail page, then click Edit to update any field. You can also add multiple billing addresses from the edit form — useful for customers with more than one location.Viewing a Customer’s Work Orders
Open a customer’s detail page to see every work order linked to them, organised by stage. This gives you a quick history of all past and active jobs for that client.QuickBooks Sync
If your organization uses QuickBooks, each customer shows a sync status badge:| Badge | Meaning |
|---|---|
| Synced | Customer record matches QuickBooks |
| Stale | Record exists in both but data differs |
| Not Synced | Customer exists in the app but not in QB |