Customers

Review customer management features including history, multiple locations and contacts, and more.

Creating an Estimate (Quote)

Estimates (Quotes) are created from a job. Open an existing job or create a new job. At the bottom of the job page click the “Actions” button then click “New Estimate” The New Estimate page will open and populate with data from the job page: The estimate is ready, however you have several options to […]

Creating and Editing a Customer

Customers are the building blocks for your business. Jobs, quotes, invoices, and payments are all associated with customers. Customers are also where details like multiple contacts and locations are created and managed along with job and customer communication history. Creating a Customer Click the left side menu ‘Customer’ then click ‘New Customer’ or click ‘Customer […]

Creating an Invoice

Invoices are created from a job. Open an existing job or create a new job. At the bottom of the job page click the “Actions” button then click “New Invoice” The New Invoice page will open and populate with data from the job page: The invoice is ready, however you have several options to modify […]

Customers Overview

Customer relationship management is critical to all businesses. Manage your customers in the ‘Customers’ tab.     Edit an existing customer click on the Customer ID or Customer Name in the list. To create a new customer click ‘Add a new customer’ left side menu or button at the top of the customer list.   […]

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