Knowledgebase

Overview 1

• Main Features

Note Type 1

• How to Add a Note Type

Customer Note 2

• How to Add a New Note to a Customer
• Sales Rep Note

Property Note 1

• How to Add a New Note to a Property (admin view)

Technician Note 1

• How to Add a Note as A Technician While at a Stop (tech view)

Manage Notes & Tasks 1

• How To Manage Notes & Tasks

Service-Specific Notes 1

• How To Add Notes Specific To Each Round/Service (Per Customer)