Customer Management

Guides on how to access and manage your inbox, customer details, jobs, schedules and Invoicing for your callers.

• How to Edit a Customer from the Profile Card overview
• How to view a customer profile card
• How to edit the customer profile card
• How to Import Customers
• How to Use Reminders and Follow-Ups
• Customers Tab
• Customer Card Overview
• How to Add a Customer
• How to Use the Note Section on a Customer Profile Card