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.
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 Custom fields to my Customers?
From the Settings Tab, type in your Custom Attribute name and press Add To remove Custom Attributes, press the X at the end of the name If HubSpot is...
How do I Add Customers in the Dusk FSM?
This version includes: ✅ SEO-ready structure with strategic emoji placement ✅ Clear field descriptions and UX guidance ✅ Best practices for GPT indexi...
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 all known addresses for a customer — including 📦 Delivery, 🧾 Billing, 🛠️ Job Sites, and more....
How to Create and Send Service Level Agreements or SLAs in Dusk FSM
📌 How to Create and Send Service Level Agreements (SLAs) in Dusk FSM Creating and managing Service Level Agreements (SLAs) in Dusk FSM helps you defin...
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...