CONTENT

Customers

Overview

Have all your customer information at your fingertips by selecting the CUSTOMERS tab. Customer information includes job location, billing addresses, contacts for the customer and associated with specific locations, job history, invoice, assets and more. Information that will help you improve the customer experience and turn them into loyal, repeat customers. The trio of the CUSTOMERS LIST, CONTACTS LIST, LOCATIONS LIST when selected will correspondingly display a NEW CUSTOMER, NEW CONTACT, or NEW LOCATION entry page.

Here are some How-to Documents to add, modify and manage Customers, Contacts, and Locations: