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Dealer Customer Management
A dedicated customer directory for each dealer: customer registration, order history, warranty tracking and financial balance — all in one screen.
Dealer Customer Management
Each dealer manages their own customer portfolio independently within the Fenetre Systems platform. When you add a new customer, their name, address, contact details and preference notes are entered into the system. The next time you create an order, simply select the customer from the list — address and contact details populate automatically, eliminating delivery errors.
From the customer card, you can access order history, product-level warranty periods and a financial summary in a single click. Payment plans, open balances and collection dates are updated in real time. This integrated structure enables dealers to manage customer relationships professionally and consistently improve customer satisfaction.
| Customer Card Field | Content |
|---|---|
| Basic Info | Name, address, phone, email, notes |
| Order History | All orders, dates, product details |
| Warranty Tracking | Product-level warranty start and end dates |
| Financial Status | Open balance, payment plan, collection history |
| Notes & Tags | Custom customer notes and category labels |
Who can use this module?
- Dealers — To manage their own customer portfolio
- Sub-Dealers — To build their own customer base with dealer approval
- Installation Teams — To record and track customer information
- Partners — For corporate customer relationship management