Customers

Here is where you'll find articles and how-to's for managing your customers.

Alexa Greenberg avatar Jil Overstreet avatar Christy Billings avatar +4
28 articles in this collection
Written by Alexa Greenberg, Jil Overstreet, and Christy Billings and 4 others
FAQ

How do I view a customer's job history?

View your customer's job history.
Steven Stiriti avatar
Written by Steven Stiriti
Updated over a week ago

How do I add a customer tag?

What is a customer tag and how do I create them?
Alexa Greenberg avatar
Written by Alexa Greenberg
Updated over a week ago

Where can I manage my customer and job tags?

customer tags, tags, tag management, merge tags, rename tags, delete tags
Alexa Greenberg avatar
Written by Alexa Greenberg
Updated over a week ago

How do I filter my customers by tags?

filter, tags, pma, hvac, service agreement, customer tag
Christy Billings avatar
Written by Christy Billings
Updated over a week ago

How do I keep notes on my customers?

Where to enter notes that will stick with a customer through multiple jobs
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I add an address note?

Track notes on different locations
Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

Where do I view address notes in the app?

Keeping track of notes for different locations on iPhone
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I add multiple emails for the same customer?

Store and send invoices and estimates to multiple emails for a single customer
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I enter customers with multiple properties?

Understand your options for how to keep track of customers with more than one location (property managers, restaurants, etc.)
Erin avatar
Written by Erin
Updated over a week ago

How do I add multiple addresses to a customer contact?

Add multiple addresses to a single customer contact
Alexa Greenberg avatar
Written by Alexa Greenberg
Updated over a week ago

How do I set up sub-customers (parent-child billing)?

Complete work at a service location, but I bill to a different location.
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

What is the difference between sub-customers and multiple addresses?

How to best handle customers with multiple locations
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

What does the green door symbol next to my customer mean?

Why certain customers have a green door icon next to their name
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How can I take a signature from my customer?

customer sign off, signatures, approve estimates, approve jobs
Monica Bradley avatar
Written by Monica Bradley
Updated over a week ago

What if I have existing customers outside of my service area?

Erin avatar
Written by Erin
Updated over a week ago