Customers- How to Enter in New Customers and edit existing customers
– Entering a new customer
1. From the Dashboard select Customers.
2. Select the “+” in the upper right corner.
3. The New Customer page will appear,on this page you can Edit the customer type,Name, Billing Information, and Service Information.
4. Select Save when finished.
-Accessing existing Customer Information/Details
1. Select the desired Customer from your list. This will bring you to the Customer Detail window.
2. In-App Calling/Emailing by touching the phone number or email address
3. Details: Access Customer Contacts as well as Service Locations
4. Access work order history by selecting the desired location and Work History in the Service Location Details page.