Adding, changing, and managing your customers
The Customers page is where you can access details and information for all of your customers, including contact information, invoices, payments, and more. The..
This article covers how to create a new customer on the Customers page. (NOTE: that the Customers page is not the only place where..
This article covers how to create an estimate, job, or invoice for a specific customer. Find the Customer To find the customer you want..
This article covers how to edit a customer on the Customers page. (NOTE: that the Customers page is not the only place where a..
Find a Customer you looking for and go directly to that Customer record. The Customer records houses entire history and activity with that customer...
This article discusses internal notes and customer phone calls. If your customers have web portal access, communication regarding estimates, jobs, invoices, and payments can..
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..
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..
The Customer Web Portal enables each of your customers to set up their own Field Service CRM account, where they can view and approve..