Customers

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

+4
25 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.
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?
Written by Alexa Greenberg
Updated yesterday

Where can I manage my customer tags?

customer tags, tags, tag management, merge tags, rename tags, delete tags
Written by Alexa Greenberg
Updated this week

How do I keep notes on my customers?

Where to enter notes that will stick with a customer through multiple jobs
Written by Alyssa Moretti
Updated yesterday

How do I add an address note?

Track notes on different locations
Written by Jil Overstreet
Updated yesterday

Where do I view address notes in the app?

Keeping track of notes for different locations on iPhone
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
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.)
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
Written by Alexa Greenberg
Updated yesterday

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

Complete work at a service location, but I bill to a different location.
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
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
Written by Monica Bradley
Updated over a week ago

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

Written by Erin
Updated over a week ago