Customers & Work addresses

Customer management

• Customer/Work address history
• Customer history and filters
• The 'Customers' tab
• The customer page

Work address management

• Work address page

Add/edit customer

• Adding a customer & the customer page
• Editing customer details

Add/edit work address

• Add a work address
• Import work addresses to Commusoft
• Import work addresses: Clean your data
• Adding a landlord

Contacts

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

Notes & Communications

• Customer/work address notes and communications

Appliances

• 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
• How do I send a customer statement?
• Delete a customer or work address
• Export customer data
• Changing customer type

Frequently asked questions

• Merge, transfer, or convert properties
• Transferring properties
• What do 'self' and 'customer' mean on service plans?
• Customers' appliances
• Edit communication preferences
• Can I see a log of phone calls, emails, SMS messages exchanged with a customer?

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