Customers & Work addresses

Customer management

• Customer/work address (Overview)
• Customer types
• Customer & work address histories
• The 'Customers' tab
• Adding a customer & the customer page
• Customer page tabs

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Work address management

• Branches
• Work address page
• Adding a work address
• Import work addresses to Commusoft
• Import work addresses: Clean your data
• Adding a landlord

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Contacts

• Change the primary contact for a customer
• Customer/work address contacts page

Notes & Communications

• Customer/work address notes and communications

Appliances

• Add an appliance to a property

Reminders & Notifications

• Customer/work address reminders and notifications page
• Adding a customer/work address reminder

Attached files

• Attached files on work addresses

Advanced options

• Adding an invoice address to a customer/work address
• Invoice address setup
• Export customer data
• Changing customer type

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?

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