Constructor

Please log in to your dashboard first.

Class Constructor

← Back to Dashboard

Assign classes to customers. Per-customer overrides take priority over pattern and address rules.

Loading… ⚠ stale
Auto-classify by patterns & address
When OFF, only per-customer overrides set below are applied. When ON, customer-name patterns, state rules, county rules, and built-in US state mapping also fire when no override matches.
Select customers to assign a class

👋 No customers loaded

Click "Sync from QuickBooks" to pull your customers into the constructor.

Customer Address Current class
—

Pattern rules match a customer's name (contains / starts_with / exact) and assign a class. Patterns only fire when auto-classify is ON AND the customer has no per-customer override.

Pattern Match type Class
Loading…