# Accounts (B2B Customers)

Managing B2B account customers - records, references, callers, statements and negotiated rates.

**Accounts** are your B2B account customers - insurers, fleets, roadside providers, dealers, construction and government clients who send you regular, high-volume work. The point of an account is **records and convenience**: capturing who a job was for, their reference numbers, and producing clean statements - not complex pricing.

> An account is simply a **client of type Business (B2B)**. Every b2b client is an account; retail (individual) clients are not. Manage them under **Accounts** in the main menu.

## Creating an account

Go to **Accounts → New account** and fill in:

- **Company / Account name** (required) and **Account type** (insurer, fleet, roadside provider, dealer, construction, government, other)
- Contact details - billing email, phone, address, tax number
- **Payment terms** (Net 7 / 14 / 30 / 60 days) and an optional **credit limit** (0 = no limit)
- Optional **estimate pricing** overrides (see below)

## Authorized callers & sub-locations

On an account's page you can maintain two lists that speed up job entry:

- **Authorized callers** - the people at that account allowed to book tows (name, phone, email)
- **Sub-locations** - the account's known sites (depots, branches, dealership yards)

When you create a job and select the account as the client, its authorized callers appear as one-tap chips that fill the job's contact, and its sub-locations appear as chips that fill the pickup address.

## Linking a job to an account

On the **New Job** form, search for and select the account in **Step 1 - Client**. That is the account link.

> The **Payment Method → Account** option on a job means **EFT / bank account** - it is NOT how you link a job to an account customer. Account linkage is always the client selector.

## Reference fields

Accounts almost always need their own references on every job. Capture these in **Step 2 → Pricing & References**:

- **Customer / For** - who the tow was actually for (e.g. the policyholder or end customer)
- **Client Reference** - the account's own reference or claim number
- **Order Number** - a purchase-order or job number from the account

These flow everywhere the job appears: the job detail, the client portal, the **invoice PDF**, and the **Job Reports** export (included in the Complete and Financial presets).

## Estimate pricing (optional)

An account can carry negotiated rate overrides - a flat **per-km rate** and/or a **base-callout rate** - set on the account page. They price that account's estimates, in the office calculator and in the account's own portal.

> Other customers' estimates never use them. To preview an account's pricing, open **Settings → Pricing calculator** and choose the account in **Preview as account** (the selector only appears once an account has an override set).

## Statements

Produce a statement of an account's jobs for any period - last 7 / 14 days, this week, this month, or a custom range.

- **Operators:** open the account page → **Statement** card → pick a range → Download PDF, Download Excel (CSV), or Email to the account's billing address
- **Account customers:** their portal login gains a **Statements** tab to self-serve the same download / email

The statement lists each job's date, Customer/For, references, route, status and amount, with a total for the period.