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.