Frequently asked questions
- How can I merge, transfer, or convert properties?
- Is it possible to transfer properties?
- What do 'self' and 'customer' mean on service plans?
- How can I see my customers' appliances?
- How can I edit my customers' communication preferences?
- Can I see a log of phone calls, emails, SMS messages exchanged with a customer?
- How do I set a customer as 'do not work with again'?
- Is there a character limit for SMS messages?
- How do I send a customer statement?
- How do I delete a customer or work address?