Attach customers to work orders by using a fastening matrix

Customer management in a mounting matrix

You can use the attachment matrix to add and remove customers from the scope of work order templates. The matrix is located under Projects → Customer matrix.

Filtering options

The visibility of the matrix can be limited based on the following criteria:

• Customer group

• Category

• Customer Responsible Person

• Project responsible

View options

• Enable the "Bundle customer-specific" option to see the work order templates attached to customers bundled by customer.

• After the name of the work order template, you can see how many customers it has been attached to.

N.B: Customers who are missing a project will not appear in the matrix.

Pin or remove a customer

• Hover over the cell to see which customer and work order template the cell applies to.

• By clicking on a cell:

  • Add the customer to the work order template if it is not already fixed.

  • Remove the customer from the work order template if it has already been fixed.

• To pin or remove a customer from the entire work order template category, click a cell in the category column on the customer's row.

Cell color symbols

After the update, the cells in the matrix display the billing basis as follows:

• Yellow ✓: Task under contract

• € sign: Normally billable task

• Green ✓: Internal Task

Add a missing task

If you try to attach a customer to a work order template, but the task that is the basis for invoicing is missing:

1. A window will open where you can create a project with the missing task.

2. After this, the attachment is successful.

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