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Customer record

Guide to navigating the Customer Record: tabs, details, managing contacts, assets, branches, and customisation.

Updated this week

The Customer Record is the central location where all information related to a customer is stored and managed. From contact details and communication history to ongoing jobs and associated assets, this record gives users a comprehensive view of the customer’s interactions and services, enabling efficient and streamlined customer management. Once you’ve created a customer, you will be taken to their details page. While the appearance of this page may vary depending on the customer type, the overall structure and purpose remain the same. The customer record contains several tabs, with the default tab being All Works, which includes both Ongoing Works and History.

Prerequisite

Add a customer

➡️ Customers Tab > Select the desired customer type from the left side of the page.

  1. Customer Details:

    • Type property and customer details into the relevant fields.

    • Ensure Address Line 1 and Postcode are completed accurately, as they are required for the scheduling engines to function properly.

  2. How did you hear from us?

  3. Communication rules

    • Tick/untick communication preferences as required.

    • SMS communication preference will not show if the SMS module is inactive.

  4. Price books

    • Begin typing the name of the desired price book

    • Select from search results.

  5. Custom fields

  6. Click Add Customer to save the record.

Communications can be sent manually if the communication preference is not ticked.

View Customer Record

➡️ Navigate to the customer.

Left Side Panel

The left side of the page contains various sections, replacing the old Property tab. The information displayed in each section can be customized, along with the order in which they appear, with the exception of Customer Details and Who’s Viewing, which are locked in place. To edit these fields, scroll to the bottom of the page and click Edit Views. Customisation is done at a user level, allowing each user to have a personalised view for all customer and work address types.

  • Mini-map: Displays the customer's address for quick reference.

  • Icons:

    • Customer Status Icon: Shows the current status of the customer (e.g., active, inactive).

    • Debt and Debt Age Icon: Displays any outstanding debt and its age, allowing easy tracking of overdue payments.

    • Account Credit Icon: Indicates if the customer has any account credit.

  • Customer Details: Contains the customer’s contact details and address.

    • Clicking the phone number will initiate a call through an integrated phone system (if set up), and clicking the email opens the email builder directly.

  • Service Reminders: Now located here after the reminders tab was removed.

  • Other Details: Always visible for quick access of the details.

  • Technical References: Always visible and accessible for editing, making key details immediately available.

  • Contracts: Displays the contract details associated with the customer.

  • What3words

  • Service Plan: Displays the service plan assigned to a customer.

  • Edit views: This side panel is customisable at the user level, allowing users to change the order of blocks and choose which details to display. Any changes are saved automatically for each user.

Managing the Customer Details

Accurate customer details are crucial for task completion, directing users to correct properties, and maintaining accurate historical records. If any errors are identified or updates are necessary, such as new contact information, customer details should be promptly edited to ensure accuracy.

Editing a Customer

➡️ Navigate to Customer record > Edit > Amend as required > Save

Edits affect all historical records.

Edit

  • Amend Customer Details: Surname is required.

  • Amend Property Address: Address Line 1 is required.

  • Status: Set to Active/Dormant as appropriate.

Dormant Status

Setting the status to Dormant disables automated communications, such as service reminders.

  • Changing the status to Dormant marks all work addresses as dormant.

  • Dormant properties won't receive automatic service reminders and are excluded from the ‘View all service reminders’ list.

  • Invoices can still be issued for open jobs.

Other details

  • Building Type: Select from the dropdown.

  • Advertising Source: Start typing and select from the results.

  • Price books: Start typing and select from the results.

  • Creditor Days: Select from the dropdown.

  • Vacant Property: Choose from the dropdown.

  • After-Sales Communication: Enable or disable by ticking/unticking.

  • Third-Party Reference: Update this to link with the accounting package as needed.

Advanced Options

You can change the customer type for a property. This can be used if you added the property under the incorrect customer type. This should only be used when a mistake has been made. Once you have made this change, it is permanent and cannot be undone.

Change Customer Type

➡️ Change Customer Type

  1. Select New Customer Type from Dropdown

  2. Enter Required Information

  3. Click Save

Merge Customer

➡️ Merge Customer

Check out this guide Merge Customers

Customer Record Tabs


All Works

➡️ All works tab
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The Customer Record loads on the All Works tab by default, which contains two main sections:

  • Ongoing Works: Displays all current estimates and jobs for the property. View or add new works from this section.

    • Users can adjust the number of entries displayed, allowing up to 100 items on one page. This makes it easier to find jobs without having to navigate multiple pages.

  • Property history: The history on a property dashboard is simply a list of past records for previous works. It displays the entire history of works, including estimates, invoices, and jobs marked as completed, aborted or free of charge.

    customer history.png

    All historical data for work completed at the main property and all associated work addresses is displayed on the main customer.

    The default view displays all past jobs (completed/aborted), credit notes, estimates, opportunities and invoices sent to the customer. With a large number of work addresses (eg. estate agent customers), the filters can be used to reduce the number of records displayed. Using the 'Show parent properties only' filter will remove any work address records from the list.

Communications

➡️ Communications tab

This tab provides a complete overview of communications with the customer, pulling data from multiple sources in Commusoft to ensure no information is missed.
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Key features include:

  • Pinned Notes: Important notes are prominently displayed at the top of the page with a red "Important" label, ensuring they are always visible.

  • Add Records: Users can add records such as notes, emails, and calls, and use the star icon to pin important records for quick access from the toolbar.

  • Scheduled Activities: This feature has replaced the old service reminders and allows you to add and manage scheduled activities directly from this tab, such as follow-up calls or maintenance schedules.

Contacts

➡️ Contacts tab

The Contacts tab stores the customer’s contact information.

  • Users can edit contact details and add additional contacts using the Add new contact button.

  • Clicking a contact’s phone number or email initiates a call or opens the email builder.

Adding a Contact

  1. Click Add new contact

  2. Enter contact details

    • Title: Select from dropdown.

    • Name: Type customer first name.

    • Surname: Required field.

    • Office: Click field name to change phone number type

      • Click flag to change area code

      • Type phone number

      • Add phone number

    • Position: Role of the contact person.

    • Email: Email address of the contact person.

    • URLs: Add any active Twitter, Facebook, and LinkedIn URLs for the contact.

  3. Set the customers Communication Preferences: When entering information in a field that relates to a communication preference, the preference is ticked automatically. Tick/untick the preferences as per the customer's request.

  4. Click Add contact to save the record.

If a customer is not receiving an automatic communication, check that the preference is selected for their contact.

SMS preference will not display if SMS is not enabled on your account.

Managing a contact

Once the contacts are added, they will be displayed in the list under the Contacts tab, where they can be managed.

Set a clear point of communication with a primary contact for private customers. All documentation for this customer will be addressed to this contact, and this contact name will be displayed in the details side panel.

Setting a primary contact

➡️ Contacts tab > Actions column > Click Set as primary contact > Type Primary > save.

The primary contact is only available for Private customer type(s).

Editing a Contact

➡️ Contacts tab > Actions column > Click Edit > Amend > Save.

Editing a contact will update all historical data.

Deleting a Contact

➡️ Contacts tab > Actions column > Click Delete > Type Delete > Click Delete.

Deleted contacts cannot be restored

Branches

➡️ Branches tab

Managing a large number of work addresses across multiple offices for company customers is crucial. Knowing which branch manages specific properties helps ensure that you are always dealing with the correct contact at the correct company location, especially when working with large estate agents.

Adding a New Branch

➡️ Add new branch > Enter address information > Save branch.

Merging Branches

  1. Go to the Actions column

  2. Click Edit

  3. Click Advanced options

  4. Search for branch in ‘With’ field > Select from results

  5. Click "Merge"

  6. Type "merge"

  7. Click Confirm merge branch

Branches must belong to the same customer to be merged.

Managing a branch

Once added, branches can be managed easily.

To edit a Branch

➡️ Actions > Edit > Amend information > Save

To delete a Branch

➡️ Actions > Delete > Type ‘delete’ > Delete

Work Address

➡️ Work address tab

The Work Address tab lists all addresses where work is conducted for the customer. The left side of the page displays the owner of the work address, with the occupier below them.

  • This tab only pulls communication relevant to the specific work address, ensuring that emails or records related to the property owner are not mixed in.

  • Users can also add new estimates and jobs directly from this tab.

Adding a Work Address

Record the customer’s owned or managed properties for adding jobs, estimates, opportunities and to maintain an accurate property history.

➡️ Navigate to the Customer record > Go to work address tab > Click Add new work address

➡️ Navigate to the Customer record > Go to Quick links > Click Add new work address

  1. Add New Work Address and Landlord

    • Existing Landlord: Click the drop-down field, start typing the landlord's name, and select from search results.

    • New Landlord: Click Add new landlord, enter the details, and Save.

  2. Enter "Property Details"

    • Under Address, enter all contact and property details.

    • Address Line 1 is required.

    • Surname will default to ‘Occupier’ if not entered.

  3. Set Communication Preferences

    • Tick/untick preferences as necessary.

  4. Click "Add Work Address".

  5. View Work Address

    • Work address details will be displayed under customer details in the property dashboard side panel.

Managing a Work Address

Accurate work address details are essential for completing tasks correctly, ensuring users are directed to the right property, and maintaining accurate historical records.

If a mistake is made or additional occupier contact information is provided, editing the work address ensures details remain accurate.

Property history

work address history.png

Work addresses hold no financial responsibility for invoices, the totals and balances will display blank in the history. To view a quick breakdown of a work address invoice, hover the mouse over the 'Invoices' status on the record.

The work address history shows all past jobs (completed/aborted), estimates and opportunities as all financial responsibility is with the parent property.

Editing a work address

➡️ Navigate to the Work address record > Edit > Amend as required > Save

Edits affect all historical records.

Landlord

➡️ Existing Landlord

  1. Click the drop-down field

  2. Begin typing the name

  3. Select from search results.

➡️ New Landlord

  1. Add new landlord

  2. Enter details

  3. Save.

Edit Work Address Details

  • Amend customer details (Surname required).

  • Amend property address (Address line 1 required).

  • Set status (Active/Dormant).

Edits affect all historical records.

Other Details

  • Building Type: Select from the drop-down.

  • Vacant Property: Select from the drop-down.

  • After Sales Communication: Tick to enable or untick to disable.

Communication Preferences

➡️ Tick/untick preferences as per the customer's request.

The Work Address tab name may differ if customised for a customer type.

Landlord details can only be edited if they are enabled as an invoice address.

Assets/Appliances

➡️ Assets/Appliances tab

The Assets/Appliances tab lists all appliances associated with the customer’s property. Adding an appliance to a customer or work address helps maintain accurate records of all appliances, providing staff access to necessary information. These appliance records also help pre-populate fields in certificates for efficient management. Appliances are identified by their Technical Reference, which can be edited at any time.

  • Before adding an appliance you need to complete some prerequisites, ensure you've set up, Appliance Groups, Fuel Types, Makes and Models and Locations.

  • You can customise the columns displayed to highlight the appliance details most relevant to their workflow.

  • You can filter the appliances by Appliance group, Fuel type and Location

Add an Appliance

➡️ Locate the customer or work address record

  1. Go to 'Appliances' tab.

    • Here, you'll find a list of any appliances already associated with the property.

  2. Click 'Add New Appliance'.

    • You'll be taken to a page to fill in the appliance details.

  3. Enter Appliance Information

    • Complete the form with all relevant details about the appliance.

    • Mandatory fields are marked with an asterisk (*), and must be filled out before proceeding.

  4. Click 'Add Appliance' once all necessary information has been entered to save it to the property.

Add an Asset

Once assets are set up, you can add them directly to a customer’s profile page.

➡️ Locate the customer or work address record

  1. Go to the Assets tab in the customer profile.

  2. View existing assets or click Add new asset.

  3. Select the asset group and configure the specifics.

  4. Add new makes and models if they are not already in the system.

Check this guide out for more information on Assets.

Files

➡️ Files tab

Steps to attach files:

  1. Click on 'Add file'

  2. Choose the required file by hitting on 'Click to upload a file' button

  3. Upload the file and Click Save.

Check this guide out for more information on supported file types & Attaching files

Quick links

➡️ Customer > Quick links
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You'll see several actions you can perform against this customer. The actions including Work addresses, Invoices, Payments, Statements, Service reminders, Contracts, Associate SLA, Admin tools and customer portal — are visible in the page.
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Work Addresses

You can add a new work address via Quick Links, and you can also bulk upload work addresses.

➡️ Add new work address

This will take you to the same page where you can add a work address for a customer, as explained above.

➡️ Bulk upload work addresses

Use this option if you have multiple work addresses to upload.


Steps to complete:

  1. Commusoft allow you to import only a CSV file of work addresses records.

  2. Save your CSV file to your computer.

  3. Click on 'upload your CSV file'.

  4. A popup will appear showing you the columns of your spreadsheet.

  5. Select from the drop downs what each column is and click Save.

To know more about importing the customers and work addresses, please visit this guide Import customer/work address

Upon importing the data, you can manage them in 'Advanced options' at the bottom.

Invoices

Invoices are typically addressed to the main customer, but modifications may be necessary for specific situations, such as including a different name or address on the invoice PDF. However, the owner of the invoice remains the main customer, ensuring the invoice is accurately recorded in the correct customer account.

➡️ Select Invoice settings

To set up invoice address format,

  1. Type your desired text or use the tagging feature to include specific address information.

  2. Save once the information is entered.

Use the tagging option within the settings to help ensure information is correct even if the customer record is edited later on.

Before sending any invoices to customers, preview the invoice PDF by selecting ‘Print’ to confirm that all details are correct.

For example, an estate agent might require the property landlord’s name to be displayed with a 'care of' (c/o) notation for record-keeping purposes, while the estate agent still handles all payments.
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[landlord_name] c/o [customer_name] [customer_address_line_1] [customer_address_line_2] [customer_address_line_3] [customer_town] [customer_county] [customer_postcode]

This setup displays a "care of" address format, ensuring all necessary details are included in the invoice PDF accurately.

Any blank fields on the customer record will be skipped and not displayed on the invoice PDF, ensuring a clean format and omit tags if you do not use the information.

➡️ Select Invoice settings

By default, an invoice is sent to the customer address. Additional invoice addresses allow invoices to be directed to alternative recipients, such as an insurance company, instead of the customer/work address.

Steps to add invoice address:

  1. Search for the address

  2. Select if exists or click Add new invoice address

  3. Fill in details

  4. Click Save invoice address.

Enable Existing Address

If a landlord is set up, it will appear on the left, and the work address will appear on the right. Click 'Edit' and select 'Enable' to set the address as an invoice address.

Managing an Invoice Address

Once added the invoice addresses, you can manage them as needed.

To edit the invoice address,

➡️ Click Edit > Amend > Save.

To delete an Invoice Address,

➡️ Click Delete > Type Delete > Click Delete

Ensure the invoice address is not assigned to any active invoices before deleting it. Deleting an invoice address will remove it for all customers if it is assigned to multiple customers.

➡️ Select Add New Consolidated Invoice

Consolidated invoicing refers to the ability to send multiple invoices as one single invoice to your customers. This means that you can invoice for multiple jobs in one instance rather than having multiple records, these will then be split and displayed separately in your profit report.

This feature is only available on our "Go Paperless" plan and above. If you wish to gather more information about this plan, please visit our pricing page.

Steps to complete:

  1. Add description for your invoice and the invoice number will be generated when the invoice is generated.

  2. Check or change the invoice date and the 'Payment due on' date.

  3. Also add the business unit, user group and the invoice notes as needed.

  4. Beneath this information, you will have a table listing all the jobs (as long as they are open) that are available to be added to this invoice. You can use the filters to refine the table to display only the jobs you wish to have on this invoice.

  5. The required fields are marked as an asterisk. You will need to enter values for the 'Total price' if the column is blank. Please also ensure you select the correct invoice type necessary for each job.

  6. This will provide you with a grand total at the bottom of the invoice. Once this has been completed, click 'Save'. If you wish to save this as a draft invoice, click into 'Advanced options'.

  7. You can also choose whether or not to send this via email to the customer using the check box at the bottom of the page - this will only be available if the customer has an email address saved against their account.

  8. Once you hit save, if you have selected final invoice, you will be presented with a dialogue box to confirm that you understand that doing so will cancel any future diary events associated with jobs that have been added, so ensure you check that all the jobs are ready to be invoiced in this way.

  9. This invoice will appear in your history alongside other invoices, there will be a marker noting that it contains multiple invoices within it, similar to how 'free of charge' jobs have this indicated.

  10. Clicking 'View' will open this invoice (with a single invoice number) and allow you to view all of the jobs that have been consolidated into it.

➡️ Select Add New Credit Note

Adding a credit note ensures your financial records remain accurate, your customers are clearly informed, and balances are correctly updated. This ensures your financial records remain accurate, and your customer receives a professional credit document.

Adding a credit note to a Customer

If you need to issue a credit note not tied to a specific job or invoice, you can add it directly to a customer profile.

Step 1: Fill Out Credit Note Details

  1. Enter a short description (e.g. "Labour reduction")

  2. Adjust the credit note date, if necessary

  3. Choose a breakdown style:

    • No breakdown

    • Breakdown by category

    • Full breakdown

Step 2: Save the Credit Note

  1. Click Save to finalise and apply the credit note

Adding a credit note against an Invoice

If you need to issue a credit for an invoice—whether due to changes in the work, cancellations, or refunds—you can add a credit note directly from within the job or invoice in Commusoft.

Step 1: Locate the Invoice or Job

  1. Use the search bar to enter the invoice number or job number.

  2. Select the correct invoice or job from the results.

Step 2: Raise a Credit Note

  1. Click on Quick Links in the top-right of the invoice page.

  2. Under the Financial section, select Raise credit note.

Step 3: Complete Credit Note Details

  1. Fill out the Credit note details:

    • Add a short description (e.g. "Boiler install refund").

    • Add any additional customer-facing notes.

    • Adjust the credit note date (defaults to current date).

    • Select a breakdown style:

      • No breakdown: One total line item.

      • Breakdown by category: Groups by labour/parts.

      • Full breakdown: Individual line items.

      • Full breakdown by category: Line items grouped into categories.

Step 4: Add or Adjust Line Items

  1. In the Breakdown/Items section, enter the item(s) you are crediting:

    • Use the fields to manually enter prices or quantities.

    • Use Enter to move across fields quickly.

    • For drop-downs, use arrow keys and Enter to select.

⚠️ The credit note will be pre-filled with invoice items by default—helpful when crediting the full amount.

Final Step: Save the Credit Note

Once all required information is completed:

  1. Click Save

  2. The credit note will now be issued and listed against the invoice record

You can then download or email it to the customer if needed.

Payments

➡️ Select Cash allocations

Cash allocations in Commusoft allows users to manage and assign received payments to specific invoices efficiently. This ensures accurate financial records by linking cash entries directly to outstanding invoices.
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​Steps to complete:

  1. Once you're on page, enter all the required information (the sections marked with an asterisk are mandatory) and click 'Add cash allocation' in the bottom right once the form is completed.

  2. If you want to pay multiple invoices at once, you can select another invoice in the next row of the spreadsheet. You can only use one payment method per allocation.​

  3. If the customer is paying for part of an invoice balance, you can allocate the exact amount they're paying. Enter the amount into the 'Amount to allocate column'.

➡️ Select Account Credit

The 'Account Credit' option in Commusoft allows businesses to apply a monetary credit to a customer's account, which can be used toward future invoices or outstanding balances. When an account credit is issued, it is recorded against the customer’s profile and can be manually or automatically allocated when raising or settling invoices.

Steps to complete:

  1. Review the credit date

  2. Provide any reference (Optional)

  3. Choose a payment method (e.g., cash, bank transfer)

  4. Choose the nominal account

  5. Finally enter the payment you want to credit.

  6. After entering all the details, click ‘Add Credit’ to apply the credit to the customer's account.

  7. The credit will now appear under the customer’s Account Credit section.

➡️ Select Stored cards
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You can also add the cards for the payment.

Steps to complete:

  1. Click on the 'Add new card'

  2. Enter the name on card

  3. Provide the card number, it's expiry month and year.

  4. Enter the CVC code

  5. Fill in the address.

  6. Upon completed adding the details, click on 'Add card'.

Statements

➡️ Select send statements

Customer statements provide a snapshot of a customer’s financial standing, listing unpaid invoices and unallocated credit notes at a specific point in time. This allows both you and your customer to track outstanding payments efficiently. Additionally, through the Statement portal, customers have the option to view their statement and make payments online.

Steps to complete:

  1. Group Statements by Customer Contact: Use the dropdown to group statements as needed:

    • Select Yes or No.

  2. Review the Generated Statement PDF: Ensure all details are accurate.

  3. Choose a Delivery Method:

    • Print: Select "Print" to open the PDF in a new browser tab.

    • Email: Select the recipient, review the statement email template, attach any relevant invoice PDFs, and click "Send"

    • Download: Save the statement directly to your device.

The maximum total file size for email attachments is 16MB.

The Statement portal is available on the Customer Journey+ plan.

If invoices do not attach to the email, verify or change the ‘Attach invoices to statement’ setting.

Service reminders

➡️ Select Work address reminders due

Batch processing allows you to efficiently manage service reminders for multiple work addresses associated with a main customer. This feature enables you to schedule jobs in batches and action customer requests to cancel or postpone services in bulk, streamlining the management of service schedules.

Individual property
​

➡️ Click + > Configure > Complete steps listed below.

Multiple properties

➡️ Check box on left > Customer decision batch process > Complete steps listed below.

  • Authorised: Choose how to interact with these properties.

    • Authorised and add new job: A service job is created with the appropriate details.

      • Access method: Select the required method of access for all jobs.

    • Not authorised: Select an action

      • Cancel service reminder just this time: Reset the service due date to the following period

      • Cancel service reminder forever: Delete the service reminder.

      • Postpone service: Select date to postpone until.

      • Unknown: No reason provided.

Contracts

➡️ Select Contracts

Adding contracts on the Customers page in Commusoft allows businesses to manage service agreements directly within a customer’s profile. By associating contracts with customers, users can automate recurring jobs, set renewal reminders, and monitor contract-specific pricing or service terms.

To know more about setting up contacts, please visit this guide Contracts.

➡️ Select Service plan

A service plan is a comprehensive document detailing tasks, materials, costs, warranties, and other conditions related to a specific service. It acts as a roadmap, ensuring all aspects of the service are outlined and agreed upon.

Adding a Service Plan

To add a new service plan,

  1. Name the service plan in the field 'Service plan' placed under add a new service plan.

  2. Add the necessary details if required.

  3. Click Add service plan upon completing it.

Managing a Service Plan

Upon adding the service plans, they will be displayed on the left side of the page, where they can be managed.

To edit the service plans,

➡️ Click Edit > Amend > Click Save service plan

To delete the service plans,

➡️ Click Delete > Type delete > Click Delete

How to Assign a Service Plan to a Customer

Once the service plan has been created, you can assign on the customer record where it applies.

➡️ Locate the customer record > Quick links > Service plans > Add new service plan.

Upon navigating to the service plans option, follow the steps below.

  • Choose plan: Select the desired service plan from the dropdown to assign it to a customer.

  • Set Expiry Date: Define the end date of the service plan.

  • Tick Properties: Select relevant properties associated with the customer.

  • Save: Finalize the service plan.

Linked addresses appear under "Properties" associated with the customer.

Managing the Assigned service plan

Upon assigning the service plans to a customer, they can be managed if needed.

To edit the assigned service plans,

➡️ Click Edit > Amend > Click Save

To delete the assigned service plans,

➡️ Click Delete > Type delete > Click Delete

Associate SLA

➡️ Select Add/edit SLA.

The 'Associate SLA' option available on the Customers page allows users to link a specific Service Level Agreement (SLA) to an individual customer. This option helps ensure that any jobs, appointments, or service requests associated with that customer adhere to pre-defined response and resolution timeframes. By associating an SLA, businesses can automatically track and measure performance against agreed service targets, improving accountability and customer satisfaction.

Steps to Associate SLA:

  1. Click on 'Add/Edit SLA' under the Associate SLA section.

  2. Choose the required SLA or update the existing one that has already been added.

  3. Once done, click 'Save'.

Admin Tools

The Admin Tools section provides administrators with powerful features to manage customer data and perform bulk actions efficiently. Among these tools are options such as 'Export All Customers Data' and 'Delete Customers', which are particularly useful for data management.

➡️ Select Export all customer data
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Upon clicking, all customer data will be downloaded as a ZIP file to your Commusoft account.


➡️ Select Delete customer
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Upon selecting the option to delete a customer, confirm once and click Delete.

Deleting a customer will permanently remove all related records.

Customer Portal Link

➡️ Select send customer portal access link

By clicking on it, the customer will gain access to the features shown in the screenshot below.

To manage access, you can check or uncheck the boxes, or remove access entirely by clicking on 'Manage Customer Portal Access'.

Add New Estimate

➡️ Customer > Add new estimate

Add New Job

➡️ Customer > Add new job

Add New Opportunity

➡️ Customer > Add new opportunity

Additional Features and Customization Options

  • Mini-map and icons: The left panel includes a mini-map showing the customer’s address, as well as icons representing the customer’s status, debt and debt age, and account credit.

  • User Customization: The side panel is customizable at a user level, allowing users to change the order of blocks and select which details are displayed. Changes are saved automatically.

Deactivate a Customer

➡️ Navigate to the Property record

  1. Communications

  2. Add Record

  3. Add New Note

  4. Complete Note Details

    • Include the reason the customer will no longer be worked with.

  5. Mark as Important & Do Not Work With Again

    • Toggle both boxes.

  6. Save the Note

    • Pins the note to the property dashboard.

  7. Edit Property

  8. Status

  9. Dormant

  10. Save

Setting a customer to Dormant also sets all linked work addresses to dormant.

Reactivate a Customer

  1. Navigate to Property Dashboard > Click the pinned 'Important' note.

  2. Edit: Untoggle both Do Not Work With Again and Important.

  3. Save Changes

  4. Edit Property > Status > Active > Save

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