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  3. Customers and Sites

Customers and Sites

How to videos and articles to answer your customer and site questions

  • Add a Customer
  • Edit a Customer
  • Deactivate a Customer
  • Add a Site
  • Add a System to a Site
  • Add Customer Credit or Debit Card
  • Marking Customers Tax Exempt
  • Create Service Reminders
  • Add Customer Attachments

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