To edit a Text Messaging Group, go to the Text Tab and then click “Send Text Messages“. Then click, “Groups” in the customer box. To edit the Group Name: click the pencil button To edit the Group Members: click the little person icon To delete a group: click the red…
Learn How to Send a Text Manually
Learn How to Add a New Custom Field
To edit a property go to the “Customers” tab on the left side menu and click “Properties” Find the property you would like to edit and click the pencil button for that property. On the property page you will first see the Main Info Section. This is where you can…
Learn How to Edit a Customer
How to Apply Customer Credit to an Invoice
How to Add a Credit to a Customer’s Account
Learn About Auto-Charge
Learn About Outstanding Balances
To add a new chemical, click on the “Chemical” tab and then click “Chemical Tracking“ Next, click the green “+ New Chemical” button Fill out the information about the new chemical: Date: The date of the chemical application. Customer: The customer you are servicing. Property: The property you are applying the chemical treatment…