Customers & jobs
Customers, locations, jobs, appointments, job types and business units.
- Add, find and review a customerPartly availableCreate a customer with their first job, search for them later, and read everything on the customer page.
- Service locations, access notes and tagsAdd a second address to a customer, record gate codes and pets, and flag locations with tags technicians see.
- Tour of the job pageFind your way around a job: appointments, estimates, invoice, photos, forms, notes, messages and the side panels.
- Job and appointment statusesUnderstand how a job moves from Unscheduled to Completed, what each appointment status means, and how holds work.
- One Link: the customer's page for a jobSend customers one link that shows their visit, options to approve, the invoice to pay and the job recap.
- Job notes and pinned notesLeave notes on a job for the team, and pin a note to a location so every future visit sees it.
- Job photos and the customer recapSee the technician's photos and markup, and choose which photos the customer sees in their recap.
- Customer portal: sign-in, what customers see, and their requestsTurn on the customer portal, share a sign-in link, and work the reschedule, cancel and service requests customers send.
- Commercial accounts: contacts, PO numbers, not-to-exceed and tax exemptionSet up a commercial customer with billing and site contacts, PO rules, a not-to-exceed limit, net terms and tax-exempt certificates.
- Service agreements for commercial customersCreate a maintenance agreement with covered sites and equipment, planned visits, recurring billing, NTE and response times.
- Branches and brandsRun several shops in one company: set up branches with their own ZIPs, hours, phone, tax and team, and group them under brands.