Review Customer Equipment From App

Review Customer Equipment From App

From the Ticket: Click the Kabob(3 Dots)> Click Equipment List If no Ticket: Navigate to the Customer List>Open Customer>Click the Kabob(3 Dots)> Click Equipment List

    • Related Articles

    • Mobile App Update-Android

      All Android users will need to use version 11 or newer as of 10/26/23

    • Look up Billing Cycle of a Customer

      From customer account>Click Recurring Charges>Review the column 'Cycle' for B, M, S, Q, A. B: Bi-weekly M: Monthly S: Semi-Annual Q: Quarterly A: Annual

    • Close a Customer Account

      This guide will walk you through the process of closing a customer account in your system. Following these steps ensures that future billing is stopped correctly. Step-by-Step Instructions: Navigate to the Customer's Account: Begin by clicking on the ...

    • Access Electronic Appointment On App

      Go to Dashboard> If Appointment is Assigned to you for Today It will appear on the list in your app

    • How to run a Customer Recurring Audit

      Reports>Customer Tab>Customer Recurring Audit>Select appropriate filters i.e., Open accounts w/ active recurring vs. Open accounts w/ and w/o recurring