Product Support

Customer Types Overview

Use Customer Types to automatically assign Labor Rates, Tax Exemptions, and Part Discounts to different Types or Groups of Customers.

  • You must create Customer Types in order to have them available when creating or editing customers.

    • Note: The Customer Types List displays all the Customer Types that you have set up in your system, with a Customer Type, Part Discount, Labor Code, Labor Rate Description, Labor Rate and Tax setting.


System Default Customer Type:

  • All customers are automatically assigned the System Default Customer Type, but you can assign any Customer Type to a customer.

  • The System Default starts out with your Default Labor Rate, no Parts Discount and no Tax Exemptions, but you can edit these settings.

    • Note: The System Default Customer Type cannot be deleted.


Examples of Customer Types:

  • Standard Customer

  • Senior Citizen

  • Fleet Customer

  • Government


To access the Customer Types List:

  • From the Setup menu or shortcut bar, select Customer Types.


To search for a Customer Type in the Customer Types List:

  1. In the Search By drop-down list, select Customer Type.

  2. Type the initial number or letter to search for in the Search By text box.

    • Result: The list displays with the selected column sorted in ascending (first to last) order and the first matching entry highlighted.