• Assigning a Crew to a New Visit

    To assign a crew to a new visit, you will first go to the “Schedule” tab. Then click the green “New Event” button and select “Visit to Customer“ While filling out the information about the visit you will see a section for “Employees” and this is where you will select…

  • Add a Property for a Customer

    Table of Contents Overview Create a Property When a New Customer is Added Create a Property for an Existing Customer Create a Property from Customer Profile Overview All customer’s have to have at least one property. This is because you can have multiple properties for customers. There are several ways…