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.
The customer project page — one link for the whole job
One private link where customers follow a job — visits, what's included, payments and the service report.
Changing a customer's billing address
Update where the invoice goes without breaking history.
Collecting customer signatures
Where customers sign — estimate approval, membership enrollment, and on the tech's phone when collecting payment.
Deleting a customer
Delete a record that shouldn't exist — or merge or mark Inactive instead.
Finding and merging duplicate customers
Review possible duplicates, merge two or more records into one, or mark them as not duplicates.
Heads-up flags, notes and files
Put a VIP / Do not service / Sensitive heads-up on a customer, keep internal notes, and store customer documents.
The customer portal
Where customers sign in with an emailed code to see their jobs, estimates waiting for approval and membership, and how to share your portal link.
