Customers
The Customers module lets you add, edit, and manage your customer records. Customers can be linked directly to Jobs and Projects, to track and deliver service efficiently.
Adding Custom Attributes to Customers in Dusk FSM
Dusk FSM allows you to add Custom Attributes to Customer records, giving your business the flexibility to store information that is unique to your pro...
Frequently Asked Questions About Customers
Q: How do I display either the contact or company name for scheduling jobs? Go to Customer → Open a Customer record and choose your display preference...
How Can I Quickly Access and Manage All Customer Information in Dusk FSM?
The Customer module in Dusk FSM provides a centralized, tab-based interface to view, manage, and act on everything related to a customer—from contact...
How do I Add Customers in the Dusk FSM?
Adding customers in Dusk FSM is quick and straightforward. Customers are managed under the Operations section and are essential for scheduling, invoic...
How Do I Add Staff to a Customer Address in Dusk FSM?
Dusk FSM allows you to associate one or more Staff with a Customer Address. This makes it easy to identify the people responsible for a particular sit...
How Do I Delete a Customer in the Dusk FSM?
Deleting a customer in Dusk FSM is a permission-based action to ensure data integrity. Only staff with the correct role-based permission can permanent...
How Do I Edit a Customer in the Dusk FSM?
Need to update a customer's contact details, company info, or status in Dusk FSM? Editing a customer is quick and ensures your records stay current —...
How Do My Customers Create Work Requests in the Dusk FSM?
Dusk FSM allows your Customers or any authorised external party to submit work requests directly into your system — reducing manual input and streamli...
How to Add and Manage Multiple Addresses for a Customer in Dusk FSM
The Customer Addresses tab in Dusk FSM is used to manage multiple addresses associated with a Customer, including 📦 Delivery, 🧾 Billing, 🛠️ Work Sites...
How to Create and Send Service Contracts in Dusk FSM
Creating and managing Service Contracts in Dusk FSM helps you automate work schedules and manage expectations with your customers for different types...
How to Customize Columns in the Customers View in Dusk FSM
You can personalise the columns shown in the Customers view to display the customer information most relevant to your team. In addition to standard Cu...
What Does the Customer Tips and Tricks Tab Do in Dusk FSM?
The Customer Tips and Tricks tab in Dusk FSM allows your internal team to store helpful notes, tips, and guidance about each customer. These notes are...
Where do Customer colours show in Dusk FSM?
Customer Colours help your team quickly identify customers throughout Dusk FSM. Once a colour has been assigned to a Customer record, it is displayed...