Customers
Customers (CRM)
Create and manage customer accounts, contacts, job sites, and notes.
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Customer Summary (Profile Page) — Your Hub for Everything About a Customer
The Customer Summary is the profile page for a single customer — everything attached to that account lives here: contact details, job sites, jobs…
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How to Add a Contact to a Customer (Customers)
Contacts are the people attached to a customer account — the property manager, the spouse who handles billing, the site supervisor. They give your office…
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How to Add a Job Site to a Customer (Customers)
A job site is a service location — the actual property where work happens. A customer can have any number of job sites (home, rental properties, business…
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How to Add a Note to a Customer (Customers)
Notes are dated, internal-only entries on a customer account — call summaries, complaints, gate codes, "dog in backyard", anything your team should…
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How to Convert an Accepted Estimate to a Job (Customers)
Once a customer accepts an estimate, you turn it into an actual job with one click — the Convert to Job button on the estimate's page. This copies the…
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How to Create a Customer (Customers)
Creating a customer adds a new account to your CRM so you can attach job sites, jobs, estimates, contacts, notes, and invoices to it. This is the starting…
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How to Find, Search, and Filter Customers (Customers)
The Customers page is your customer directory — every customer account in one searchable, filterable list. From here you can look up any customer, jump…
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How to Run a Mail Merge from Customers (Customers)
Mail merge lets you generate a personalized letter for a whole group of customers at once — a rate-change notice, a season-opening reminder, a thank-you…
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How to Update a Customer's Details (Customers)
A customer's details — name, contact info, address, classification, active status, and tax status — are edited directly on their profile page. There's no…
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How to Update or Delete a Contact (Customers)
Existing contacts are edited and deleted from the Contacts tab on the customer's profile page. Each contact appears as a card with two icon buttons: a…
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How to Update or Delete a Job Site (Customers)
Existing job sites are edited and deleted from the Job Sites tab on the customer's profile page. Editing is where you can also record the site's measured…
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How to Update or Delete a Note (Customers)
Existing customer notes are edited and deleted from the Notes tab on the customer's profile page. Each note in the list has two icon buttons: a pencil…
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How to Use the Customer Activity Inbox
The Customer Activity inbox is what your customers have been doing in the Customer Portal, newest first. Payments, estimate decisions, deposits, failed…
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