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  1. V4
  2. Customers & Work addresses
  3. Frequently asked questions

Frequently asked questions

  • How can I merge, transfer, or convert 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?
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