Import from MBA-OS

Pulls customers from your MBA-OS workspace. Selecting a result fills the form below — click Save to keep a local copy. Pull-only: edits stay local and are not pushed back to MBA-OS.

Saved customers (click to edit)

No customers yet — fill the form below and click Save.

Tip: one record per company or person you sell to. Used for sales quotes, invoices, and delivery dockets so contact + billing details stay consistent.

Customer details From MBA-OS

Customer name *

Customer code

ABN / Tax ID

Payment terms (offered)

Customer type

Preferred contact method

Billing address

Site address

Site suburb

Site state

Site postcode

Contact person

Role / title

Email

Phone

Project / scope reference

Short label shown on the recipient block. Useful when the same customer has multiple jobs.

Internal notes (not printed)

Job Types (templates this customer can use)

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Tick the kinds of work this customer needs. When you activate a job for them, the chosen types' templates are forked into that job. Build bundles in the Job Types tab.

Customer logo (optional)

Save the customer first before adding a logo — it's stored against the record.

Project images (optional — up to 4)

1Slot 1

(empty)

2Slot 2

(empty)

3Slot 3

(empty)

4Slot 4

(empty)

Up to four images per customer — renders, site photos, or captures from SketchUp scenes. Shown as a grid on the Notes page of any template with Include customer image on Notes page ticked. Save the customer first before adding images.