To delete a customer’s credit card, go the the Customer tab>Customers Find the customer with the card you’re wanting to delete and click the pencil icon Scroll down and you will see their card. Click the blue “Delete Credit Card” button. This will remove the card.
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Table of Contents Overview Add Default Items or Services to a New Property Add Default Items or Services to an Existing Property Overview If you use the same items and services every visit to a property, you can speed things up by assigning default items and services. To do this,…
To add a note to a property, click the “Customers” tab then click “Properties“ Find the property you would like to add the note to and click the pencil button beside that property. Scroll down and you will see the box for internal notes. You can click the box to start…
To add a note to a customer, click the customer tab>customers. Find the customer you’d like to add the note for and click the pencil icon for that customer. Scroll down and you will see the box to add Customer notes that only you will be able to see. This…
To manually enter time for your employee, click the “Time Tracking” tab. Click the green “+ Add Time” button Select the Employee you are tracking time for. Next, choose the Customer and Property this time was spent on. Select the category of the work. Select the date, start time, and…
How to Add a New Tag
You can send a group of customers a text message at once to save time. This will send an individually text to each customer in the group, not one big group text. To create a group for text messaging, click the “Text” tab, then click the “Send Text Messages” tab….