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 Timeline
    5. View Customer’s Billing History
    6. Manage a potential Customer
    7. Quickest way to find a Customer from any page
    8. Add tags to my Customers
    9. Add photos to my Customers
    10. Add an Attachment
    11. See the Last Serviced Date for all my Properties
    12. Send a receipt to my Customer
    13. Sort my Customers by Last Name
    14. Inactivate a Customer record
    15. Print Mailing Labels
    16. Auto-complete Customer Address or Enter Manually
    17. Mailchimp Integration