Video
FAQs and Tutorials
- Import Customers from csv or excel files
- Create Customers with multiple Properties
- Add a Customer who is a Property Manager
- View Customer Timeline
- View Customer’s Billing History
- Manage a potential Customer
- Quickest way to find a Customer from any page
- Search Customers from a Phone #
- Add tags to my Customers
- Add photos to my Customers
- Add an Attachment
- See the Last Serviced Date for all my Properties
- Send a receipt to my Customer
- Sort my Customers by Last Name
- Inactivate a Customer record
- Print Mailing Labels
- Auto-complete Customer Address or Enter Manually
- Mailchimp Integration
- Add Customer Specific Job Instructions