Customers
Keep every customer, property and note in one place so anyone on your team can pick up where the last person left off.
By Tiffany1 author9 articles
- Customers Dashboard: Find Any Customer Fast and Update Many at Once
- How to Add a Customer: Keep Every Detail in One Place
- Import or Export Your Customer List: Move Hundreds of Customers in Minutes
- Customer Page: Every Job, Estimate, Invoice and Plan for One Customer
- Tags Manager: Organize Customers, Jobs and Estimates and Reach the Right People
- Understanding and Using Tags
- Customer Portal: Let Customers Check Appointments, Approve Estimates and Pay Online
- Managing Your Customer Records
- How To Refund a Customer