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  1. ServiceCore
  2. TAC Support
  3. Customer Records Management (CRM)

Customer Records Management (CRM)

  • 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

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