Your relationship with your customer is important and an essential part of this relationship involves sharing information. Whether it’s via telephone conversations, mailed invoices, or emailed PDF files, you have information in common. Quantify was built from the ground up to give you the ability to more easily share this data - invoices, shipments, jobsite balances, and whatever other information you’d like. Doing this in real-time increases your customer’s efficiency, speeds up payment, and increases trust between your companies.
Quantify’s new Location-Based Security feature allows you to share data with your customers. You’ll need to install Quantify Mobile Tools on your server and give your customer instructions on how to install Quantify and the remote URL of your server.
 | To begin, click on the Customer tab. You will see the contacts associated with each customer. Contacts are managed through the customer record instead of the Users tab in order to separate customer contacts from your employees. To add a contact either double-click the customer or highlight the customer name and click the edit button on the toolbar above.
On the customer dialog box you’ll see additional Add/Edit/Delete buttons for the contacts. There are two important things to note on the contact record. First, contacts can only have a role of ‘Customer’. Second, if you want the contact to be able to log in and view data, check the box that allows them to see the parent customer’s jobs.
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Because you may have many different contacts for a customer as well as many different job sites, Quantify doesn’t blanket-assign a contact to all jobs for that customer. Instead, you assign individuals to the various locations that you want them to see. Assignment of customers to job sites is accomplished by selecting “Assign Customer Users to Job Sites and Job Site Groups” under Security on the Users tab.
Although similar to assigning individual users to job sites, the customer view of this dialog box filters by customer. Once a customer is selected, the tree view displays the job sites associated with the customer and also filters the user list to display only the related contacts. Simply select the customer contact from the User list and then check the boxes next to the job sites that they belong to.
Shown below is a screen grab of what Quantify looks like when the customer is logged in. The customer will not see tabs that they do not have access to, such as Customers, Vendors, and Users. The customer will see only invoices and shipments for job sites they are assigned to. |  |
Contacts also see a different tree view of your organization. The main parent node is their company name and the underlying job sites are the ones they belong to. By default they also see the shipments, invoices, and various pivots and reports, plus the ability to map the locations in Google Earth and view product history. All of the permissions for a customer are customizable.