- Frequently Asked Questions (FAQ)
- Assets
- Customers
- Dashboards
- Devices
- Expenses
- Inbound REST API
- Inventory
- Overview
- Barcode Reader for Warehouse Inventory
- Barcode SKU
- Export Inventory
- Inventory Audits for Mobile Devices
- Inventory Movements
- Inventory and Parts
- Importing Product Inventory
- Remove Parts From Inventory
- Invoices
- Mailchimp
- Notifications
- Parts
- Payments
- QuickBooks
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Review Us
- Sage
- Sales Tax
- Schedule and Dispatching
- Screen Recording
- Support Tickets
- Text Messaging
- Time Tracking
- Trial Account
- Troubleshooting
- User Settings
- Overview
- Account Settings
- Account Users
- Connectors
- Custom Fields
- Display User Device Location on Map
- Documents and Email
- Google and Outlook Integration
- Import and Export Excel Documents
- Max Session Idle Time for Users
- Permissions Template
- Saved Login and Session Management
- Saved Searches
- Single Sign-On (SSO)
- Updating the User Password
- User Locked Out
- User Preferences
- Work Orders
Overview
This section will highlight some of the most commonly asked questions regarding the Customers feature.
This section will highlight some of the most commonly asked questions regarding the Customers feature.
Table of Contents
-
- Adding Customers
- No Contact for Customer Profile
- Multiple Phone Numbers for Contacts
- Customer Hierarchy (Parent / Child)
- Duplicate Customer Notification
- Adding a New Customer Type
- Default to Business-only Types
- Merging Customers
- Billing and Invoices
- Yearly or Monthly Pricing for Customers
- Different Pricing for Different Customer Programs
- Billing Address is Different from Service Address
- Customer Summary of Outstanding Invoices, Payments, Jobs, etc.
- Recording Billing Correspondence and Notes
- Display Only Parent Customer on Bill-To
- Set Bill-To to Another Customer (Not Parent)
- Updating Billing Details for a Single Invoice
- Updating Billing Details for All Future Invoices
- Adding Credit to the Customer Profile
- Delete Credit Card Information
- Customer Arrangement and Terms
- Customer Fields
- Displaying Custom Fields When Adding a Customer
- Change Order / Name of Fields
- Remove Unneeded Fields
- View Customer Custom Fields on Work Order
- Customer Status and Categories
- Flagging a Customer for Bad Credit (NSF)
- Prospect Status After Quote Approval
- Using Customer Categories
- Using Customer Statuses
- Delete or Disable Customer Contacts
- Deleting a Customer Contact
- Deleting Multiple Customer Contacts
- Disabling a Customer Contact
- Disabling Multiple Contacts
- Manager Field
- Assign a Manager/Sales Representative to a Customer/Prospect Profile
- Remove Manager Field From View Customer Pop-up Window
- Limit Manager Visualization to Assigned Customers/Prospects
- Work Order Email Notifications
- Other Related Links
- Marketing and Sales
- Messaging Customers
- Edit Email Message
- Custom Email Templates
- Email Multiple Customers
- Sending Customer Login Credentials
- Set Up "Do Not Email" Customer Setting
- Set Up "Do Not Text" Customer Setting
- Sub-Customers
- Adding a SubCustomer
- Sub-Customers in MobiWork
- Sub-Customers and Locations
- Searching for Parent and Sub-Customer Accounts
- View Customer Pop-up Window