Customer Management

Video:

1. Customer Management Overview Video

FAQs and Tutorials

1. Import Customers from csv or excel files
2. Create Customers with multiple Properties
3. Add a Customer who is a Property Manager
4. Quickest way to find a Customer from any page
5. Add tags to my Customers
6. Add photos to my Customers
7. Add an Attachment
8. See the Last Serviced Date for all my Properties
9. Send a receipt to my Customer
10. Sort my Customers by Last Name
11. Inactivate a Customer record