Understanding Customer Profiles
Everything you can track and manage within a customer profile, from contact info to job history.
A customer profile contains everything you need to know about your relationship with that customer. Let's explore all the sections.
Contact Information
Primary contact, additional contacts, phone numbers, email addresses, and preferred contact method.
Service Addresses
Customers can have multiple service locations. Each address includes notes, access codes, and any special instructions.
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Last updated: January 10, 2024
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