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Customer Types

Customer types let you categorize your customers for filtering and organization. Plantrunner provides a set of predefined types commonly used by plant service companies.

Using customer types

When adding or editing a customer, select a type from the Customer type dropdown. You can then:

  • Filter the customers table by type to see only customers in a specific category
  • Organize your customer list by grouping similar businesses together

Available types

Plantrunner includes these predefined customer types:

TypeDescription
OfficeCorporate offices, co-working spaces
RetailStores, shopping centers, malls
HospitalityHotels, restaurants, event venues
HealthcareHospitals, clinics, medical offices
IndividualResidential or personal customers