Customers
In Planon, the organizations a service provider is working for are registered as Customers. You can register the customer organizations in a hierarchical structure in the Customers TSI (3 levels). In addition, you can define service location types and add service locations for these customers. In Customer contracts you can link a customer to one or more contracts, as a contracting party.
Depending on your configuration, the Customers selection level is available in the following TSIs:
Customer contracts
Assets
Work Orders
Spaces & Workspaces
Meters
Projects
Open module
See Defining customer-related data, Adding customers, Adding service location types and Adding service locations for more information on adding customer-related data.