How to add a new customer
Create a customer record by hand, from a call, or from booking.
Customer profile overview
The five tabs (Properties, Jobs, Invoices, Communication, Notes) and what each holds.
Viewing a customer's service history
Every job, estimate, invoice, and call — under the Jobs and Communication tabs.
Changing a customer's billing address
Update where the invoice goes without breaking history.
Collecting customer signatures
Capture a sign-on-glass signature on the iPad at job close.
Deleting a customer
When deleting is OK and when to mark inactive instead.
