Every customer gets one evergreen account number, and everything they ever buy nests under it. One glance at a number tells you whose it is and what it is.
The Account Anchor
A customer's account number is a plain number — 1042 — minted once and never reused. Numbering starts at 1001, so your first customer's number doesn't broadcast how new you are.
Account numbers are company-wide, not per-market. That means a job number is unique across every market you run, and moving work between markets never creates a collision.
- The account number is evergreen — one per customer, forever.
- Numbering starts at 1001.
- Company-wide, so numbers are unique across markets.
Jobs And Documents Nest Under It
A job is the account plus a two-digit index: 1042-01 is that customer's first job, 1042-02 their second. Documents take the account plus a letter and a counter.
The priced document's letter tracks its own lifecycle: a draft carries your company's document letter, a sent proposal reads P, and a signed contract reads C. The number never changes underneath — only the letter that names what the document currently is.
- Job: 1042-01, 1042-02, …
- Invoice: 1042-I1. Change order: 1042-CO1. Purchase order: 1042-PO1.
- Proposal: 1042-P1 — the letter follows the lifecycle to C when signed.
- Numbering is transactional, so two devices can never mint the same number.
Pro tip: Say the account number on the phone. "I'm looking at 1042-01" gets you and your customer onto the same job in one sentence — and the command bar will jump straight to it.
Work That Starts Before The Customer Does
A job that begins with a measurement — before anyone has been added as a customer — still gets a globally unique number by minting its own account. When you later attach the real customer, the records are reconciled onto that customer's account.
- Measure-first jobs are numbered immediately.
- Attaching the customer later reconciles the thread.