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Customer Records Management (CRM)

Articles in this section

Add a Customer
Adding a site or service location
Create and Print Work Orders
Add a site, Map it location and Create a Work Order
Assigning Units to a Site - Reocurring Billing
Assigning Units to a Site and Placing on a Service Route
Assign a Site to a Service Route
Adding Standing Orders to a Site

Add a Customer

AT

April 09, 2018 14:41

Steps to add a customer. Every customer can have many service locations

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Related articles

Adding a site or service location
Adding Standing Orders to a Site
How to Add a Customer
Adding A New Site or Customer
Complete a Job

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