Customers

Customer Management is where you create and maintain customer accounts. It’s under Administration → Customers (/operations/customers). Customers are what bookings, quotes, and rate cards attach to — a rate card only prices for a customer once it’s assigned to them.

The customer list

The list shows every account, with:

• a Search box (company / contact), and a status filter — All, Active, Inactive, or Archived;
• columns:

Column	Shows
Company	The customer’s business name
Contact	Primary contact
Location	Their main address
Status	Active or Inactive
Portal	Whether they have a Customer-Portal login
Bookings	Booking count
Revenue	Total revenue
Created	When the account was added
Actions	View / Edit / Portal access / Archive (or Reactivate) / Delete

Add a customer

1. Click Add Customer (top-right).
2. Fill in the company details and the Primary Contact — name, email and phone. All three are saved and appear in the list’s Contact column.
3. Save.

The customer appears in the list and can then be assigned rate cards.

Open & edit a customer

Use the row actions to view a customer (details, sites, bookings and revenue) or Edit their company/contact details, including ABN and ACN. Keep both correct: iDrv4 matches the customer on them when a job is forwarded, and a wrong one is a common reason a forward is rejected.

Sites (delivery addresses)

A customer can have multiple sites — the pickup/delivery addresses used on their bookings. From the customer you can:

• Add a site,
• Edit a site,
• Set default — the default pre-fills on new bookings, and
• Delete a site.

Portal access

The Portal column shows whether the customer has a login to the Customer Portal (where they can request quotes and track shipments).

• Grant access to create their login.
• Revoke to remove it.

When you grant access you choose how they get in:

• Set temp password — you type a password (at least 8 characters) and give it to them.
• Send invite link — the portal emails them a one-time link to set their own password. It works once and expires after 72 hours.

After an invite, the modal says what happened to the email:

Message	Meaning
Invite emailed to …	The email was sent.
…this environment does not deliver email…	The email went to a test mailbox, not to the customer.
…could not be sent…	Sending failed.

In the last two cases, click Copy link and send the link to the customer yourself. The link stays on screen until you close the modal. Closing it refreshes the list.

Archive & reactivate

Retiring a customer is an archive, not a hard delete:

1. Archive deactivates the account — it drops out of the default (Active) list but is kept for history.
2. To bring it back, set the status filter to Archived (or Inactive), find the customer, and Reactivate.

Archive rather than delete whenever you want to preserve the customer’s booking and revenue history.

Delete

Delete removes a customer for good — but only one nothing refers to, such as a duplicate created by mistake. A customer with bookings, quotes, portal users, rate cards, quote templates or generated documents is archived instead, and the message names what is still attached. A delete never half-happens: if anything blocks it, the customer is archived and nothing is removed.

Related

• Rate cards & pricing — assign pricing to a customer.
• Rate card settings — per-customer global fallback.