Customers & client portal
Customer profiles, service locations, pricing and portal access.
8 articles
- How do I add or edit a customer?
- What's in a customer profile? (jobs, estimates, invoices, equipment, contracts, notes, files)
- How do I set up a geofence for a customer?
- How do I give customers portal access?
- How does custom pricing work?
- How do I manage a customer's service locations?
- How do I message a customer?
- How do I send customers automatic reminders?
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