CRM
The Customer module stores all your customer information in one place. You can quickly find a customer account using the search bar by entering details from the displayed columns.

Viewing and Editing Customer Profiles
- Click on a customer record to see their complete profile.
- Assign or create tags from the top of the page.
- To edit the profile, click Edit Contact in the top-right corner.

Managing Service Locations
- The Location tab lists all service locations for the customer.
- You can edit or delete locations as needed.
- Create new contacts here and choose to send estimates/invoices to them.

Estimates
- The Estimates tab shows all estimates created for the customer.
- Filter estimates by status or date range.
- Click the three dots (⋮) to Edit, Copy, Preview, Print, Send, or Delete an estimate.
- Use the Actions button to mark estimates as Won or Lost or convert them into jobs or invoices.
Jobs
- The Jobs tab lists all jobs created for a customer, including their status.
- View jobs for a specific date range.
- Click the three dots (⋮) to view, convert to an invoice, or view a detailed job report.

Invoices
- The Invoices tab displays all invoices along with their status (Unpaid, Overdue, Paid).
- Filter invoices by date range.
- Click the three dots (⋮) for options to Edit, Copy, Preview, Send, Print, or Delete.
- View related estimates and job reports.
- Click Receive Payment to process payments.
Equipment
- The Equipment tab lists all customer equipment at their service location.
- Filter equipment by location.
- Click the three dots (⋮) to edit, add service notes, delete, or view detailed reports on job history and notes.

Tasks
- Set reminders for office users.
- Assign reminders to one or more users and notify customers if needed.
Notes
- Find all notes under the Notes section:
- Office Notes: Internal notes for office users.
- Job Notes: Notes from field employees via the mobile app.
- Site/Pinned Notes: Permanent notes attached to the customer and dispatched with jobs.
Attachments
- Upload and access site maps, contracts, and pictures under the Attachments section.
- Attach files when creating a job.
- View pictures uploaded by field employees from job sites.

Messaging
- Use the Messaging tab to send unlimited email messages to customers.
- Messages are logged but replies cannot be received.

Service Contracts
- The Service Contracts tab lists all upcoming services.
- Switch to the Contract List sub-tab to see all service contracts for the customer.
- Click Add New to create a new service agreement.
0 Comments