As the title says, when building our customer data base, a lot of
customers have stay at home partners or neighbors that can help our
technicians gain access. Other than adding notes to an order, how can
you add another point of contact in the perman...
Hi all, Newbie here. I am looking for ways to improve efficiency and the
customer experience within our company. I would like to know if there is
a way (or if you are currently using) the system to identify how the
customer prefers to be contacted wh...
I'd like to see that field moved up to the customer area, or to a field
that doesn't require it to be filled in each time a call is booked. We
bought a business and it's important to have them showing in the
marketing campaign to track work that come...