Customers

Customer database, history, locations, and the customer portal.

Managing Your Customer Database
Add, search, and organize your customer records.
The Customer Detail Page
View a customer's full history, jobs, locations, and notes.
Customer Locations (Multi-Site Accounts)
Add multiple physical sites for one customer and choose the right location when creating a job.
The Customer Portal
Give customers a self-service page to view history and request service.