Video:

  1. Customer Management Overview Video

FAQs and Tutorials

  1. Import Customers from csv or excel files
  2. Create Customers with multiple Properties
  3. Add a Customer who is a Property Manager
  4. View Customer’s Billing History
  5. Manage a potential Customer
  6. Quickest way to find a Customer from any page
  7. Add tags to my Customers
  8. Add photos to my Customers
  9. Add an Attachment
  10. See the Last Serviced Date for all my Properties
  11. Send a receipt to my Customer
  12. Sort my Customers by Last Name
  13. Inactivate a Customer record
  14. Print Mailing Labels
  15. Auto-complete Customer Address or Enter Manually