Customers & Work addresses
Walkthroughs on how to add and manage properties within the system
Customer management
- Customer/work address (Overview)
- Customer types
- Customer/Work address history
- Customer history and filters
- The 'Customers' tab
- Adding a customer & the customer page
Work address management
Contacts
Notes & Communications
Appliances
Reminders & Notifications
Attached files
Advanced options
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?