Help and Support Center

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Help and Support Center

Customers (CRM)

Customers (CRM)

Customer Relationship Management enables you to track customer job history, financial record, contact info for marketing.

Customer Essentials

Create a Customer

Customer Profile

Customer Discounts

Customer Tags

Customer Communication

Sub Customer Overview

Sub Customer Accounting

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Address Basics

Adding or Editing a Job Site

Validating Job Sites

Editing a Billing or Job Site Address

Assigning A District

Creating and Utilizing Job Site Tags

Site Notes and Directions

Landscape Measuring Tool (Basics)

Plant Inventory (Basics)

Moving Job Site Information

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Managing Customer Lists and Data

Searching, Sorting, Grouping, and Filtering Customers

Company Utilities

Merge Customers

Deactivate, Restore, or Set Inactive

Customer Excel Export and Permissions

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Utilizing the Message Center

The Scheduling Assistant

Send Appointment Reminders by Email or SMS

Entering Phone Messages

Appointment Scheduler

Using the Group Scheduler for Appointments

View Messages and Appointments

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