Overview | Contacts
The Contacts Module is the heart of the CRM. Contacts are customers / clients and suppliers whose details you can store in the Web Portal and the App. Fin...
Wed, 13 Dec, 2023 at 5:32 PM
You can search for an address you have been to before by going to Web Portal > CRM > Contacts > Locations. If you still cannot find the locatio...
Thu, 4 Apr, 2024 at 1:39 PM
Zones are something that you can attach to specific locations / addresses, in order to point out specific areas within that location. This could be somewher...
Thu, 4 Apr, 2024 at 1:42 PM
To edit a Contact within the App, go to Contacts > select the contact you'd like to edit > click the 3 dots at the top right > Edit Billing Det...
Fri, 10 May, 2024 at 10:46 AM
You are able to send a manual communication straight from the Job, both via Web Portal or the App. In the Web Portal, when you have the job open, there ...
Fri, 10 May, 2024 at 1:18 PM