Customers & Leads
Add customers, set up tax exemptions and turn repair leads into tickets.
3 guides
- Add a customerCreate a customer profile so tickets, sales and emails are linked to them.
- Set up a tax-exempt customerMark a customer as tax exempt and keep their exemption certificate on file.
- Capture and convert repair leadsTrack repair and product inquiries from your website, customer portal or phone, then turn them into tickets or estimates.