Product/Customers
Customers Module

A single source of truth for every client

Stop hunting through your accounting software, spreadsheets, and email threads. QuarryLink gives you one complete, live record for every customer — from first quote through to invoicing and payment.

  • Every quote, job & interaction linked
  • Credit & pre-paid account management
  • Automatic two-way accounting sync

How it works

Stay in control of every customer, without the chaos

When your customer data is structured, connected, and reliable, your team works faster, makes fewer mistakes, and always knows where things stand.

  1. 01

    One complete customer record

    Quotes, jobs, dockets, invoices, and payments all live against a single customer — no duplicates, no gaps.

  2. 02

    Always know what's owed

    See outstanding balances, payment terms, and credit limits in real time — without relying on accounts to check.

  3. 03

    No more double handling between systems

    Customer data stays consistent across operations and accounting — no manual syncing or mismatched records.

  4. 04

    Control how you work with each customer

    Set pricing, payment terms, and credit limits per customer — with rules that carry through quotes, jobs, and invoicing.

  5. 05

    Every interaction tracked

    From first quote to final invoice, every activity is recorded — so nothing gets lost or forgotten.

  6. 06

    Cleaner, more reliable data

    Avoid duplicate accounts, missing details, and inconsistent records that create downstream issues.

Key outcomes

A customer system your whole business can rely on

When customer data lives in one structured place, your team quotes faster, bills accurately, and stops reconciling spreadsheets.

Everyone works from the same customer truth — from first quote to final payment.

One record for every customer

Quotes, jobs, dockets, and invoices all attach to a single customer profile — no duplicates or drift.

Balances and terms in real time

Credit limits, payment terms, and outstanding amounts stay visible to sales and operations without waiting on accounts.

Aligned with your accounting system

Customer data stays in sync with your ledger so finance and the yard agree on who owes what.

Cleaner billing and fewer disputes

Accurate addresses, terms, and history flow into every quote and invoice.

Xero

We're partners with Xero

We help you move quarry accounting onto Xero and migrate smoothly — so jobs, dockets, and customers connect in one place and your books stay clean.

Xero is a trademark of Xero Limited.

Features at a glance

Everything you need to stay in control of your customers

Flexible, structured tools designed around how quarries actually manage customers

Business & Individual Profiles

Manage contractors with ABNs or walk-in customers, with clear structure across customer types and statuses.

Structured data that reflects how quarries actually sell.

Payment Types & Terms

Set credit, pre-paid, or custom payment terms per customer — applied consistently across quotes, jobs, and invoices.

Clear rules, fewer manual overrides.

Credit Limit Management

Track credit limits and available balance in real time, with visibility across quotes and active jobs.

Better control, fewer financial surprises.

Account Manager Assignment

Assign ownership of each customer, with automatic linking across quotes and communication.

Clear accountability for every customer.

Billing & Address Management

Maintain accurate billing details that flow automatically into quotes, jobs, and invoices.

Fewer invoice errors, consistent data.

Two-Way Accounting Sync

Sync customers and updates between QuarryLink and your accounting system in real time.

One list, no double handling, no drift.

Safe Archiving

Archive inactive customers without losing historical data or breaking past records.

Clean system, complete history.

Customer Activity Tracking

See quotes, jobs, and invoices in one place — with a clear view of everything happening for each customer.

Complete visibility across every interaction.

What changes

What changes when your customer data is actually reliable

When operations and accounts work from the same customer data, your team moves faster, makes better decisions, and avoids costly mistakes.

Your team works from one connected system — where every customer, balance, and interaction is accurate, up to date, and visible across the entire business.

  • You stop chasing information

    No more jumping between systems to find customer details, balances, or history.

  • You stop working off outdated data

    Everyone sees the same real-time information — across sales, operations, and accounts.

  • You reduce billing and customer errors

    Accurate customer data flows through quotes, jobs, and invoices — reducing disputes and rework.

  • Your team works with confidence

    From weighbridge to accounts, everyone knows they're using the right information.

Ready to simplify your operations?

See Customer Management in action

Book a personalised demo with the QuarryLink team. We'll walk through the customer module and show you how it fits your workflow — start to finish.

No credit card required. Up and running in a matter of days.