Customers

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Customers

Adding, changing, and managing your customers

14  articles in this collection
Written by Loreta Tuska, Bonnie Roskes, Arvydas Tuska, , 
Customers Overview

The Customers page is where you can access details and information for all of your customers, including contact information, invoices, payments, and more. The..

Written by Loreta Tuska
Create a Customer

This article covers how to create a new customer on the Customers page. (NOTE: that the Customers page is not the only place where..

Written by Bonnie Roskes
Adding a Customer Estimate, Job, or Invoice

This article covers how to create an estimate, job, or invoice for a specific customer. Find the Customer To find the customer you want..

Written by Bonnie Roskes
Editing a Customer’s Contact or Location Details

This article covers how to edit a customer on the Customers page. (NOTE: that the Customers page is not the only place where a..

Written by Bonnie Roskes
Customer Records Overview

Find a Customer you looking for and go directly to that Customer record. The Customer records houses entire history and activity with that customer...

Written by Bonnie Roskes
6 – Adding Customer Communication

This article discusses internal notes and customer phone calls. If your customers have web portal access, communication regarding estimates, jobs, invoices, and payments can..

Written by Arvydas Tuska
7 – Adding a Customer Follow-Up

A customer follow-up can be added in the Customers page. To access your Customers page, click Customers in the bar that runs across the..

Written by
8 – Making a Customer Inactive or Deleting a Customer

When you have a customer with whom you haven’t done business for an extended period of time, there are two options:  You can make..

Written by
9 – Customer Web Portal Access

The Customer Web Portal enables each of your customers to set up their own Field Service CRM account, where they can view and approve..

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How Quick To Add Customer Communication?

Written by Arvydas Tuska