Types of Customer

In Equipme, not all customers are the same. Depending on how they were created and who they are connected to, customers fall into one of four categories. Here’s how they differ and what that means for you as a provider:

Direct Customer

This is your own customer - created and managed directly by you. You have full control over their experience in the portal: which services are visible, what conditions apply, and how approvals and orders are handled. Direct customers can only interact with your services unless you explicitly connect them with partners.

Partner

A partner is another provider in Equipme. Partners are not your customers but other suppliers you collaborate with to extend your portfolio. By connecting with partners, you can include their services in your offerings and work together on shared customer projects.

Partner Customer

These are customers who belong to one of your partners - but can still order your services. They were not created by you but are connected to you through a shared setup or collaboration with the partner. While you don’t manage their full environment, your services can be made available to them, expanding your reach without owning the customer relationship.

End Customer

End customers are registered directly by Equipme. They are not tied to a specific provider and act independently in the portal. However, Equipme may connect them with providers to enable orders and fulfillments. You can work with them if Equipme enables the relationship - but you don’t control their portal setup or customer detail