Customer Workspace

Edit Excelsus Test Company

Maintain account defaults, shipping behavior, pricing rules, and the active contact roster in one place.

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Company & Operations

Billing Address

Primary invoicing address used on statements and invoices.

Shipping Address

Expand this section only when the shipping destination differs.

Active sales reps only.

Active CSRs only.

Optional hard credit cap for the customer account.

Internal MIS notes shown to your team only.

Finance & Pricing

Pricing Defaults

These values roll directly into the quote engine for this customer.

Customer-specific commission rate attached to future quotes.

Optional quantity-break schedule applied after margin pricing.

Current floor: 40.00% margin and $0.00 minimum margin per job.

Search by county or municipality. Combined tax rate is shown inline.

Tax-exempt customers still retain their default rate selection for reporting, but tax should be suppressed downstream.

Contacts

Keep default billing and quote recipients accurate. Sort order controls card position.

New Contact

Create a default recipient or a secondary operational contact.

Chris Laniak

Default

VP of Operations

[email protected]

5852021522

Invoices Statements Quotes
Same as company

Notifications