Managing Customers
By Beau1 author42 articles
- Adding multiple email addresses to an accountAdd a contact if more than one person needs to receive an Invoice or Work Order email
- Adding Customers - importing from another programUse our example file; contact us if you need assistance
- Appointment reminders - as per account settingsIt's not your customer's account, it's yours
- Appointment Reminders - customer doesn't want themStop email and text appointment reminder messages from being sent to specific customers
- Appointment reminders - Send button not available in the Work OrderOpen the Work Order and click Send Reminder
- Blueprint EditorOur diagramming tool
- Bringing back an Inactive customer - how to bring back the Work OrdersSales > Work Orders > Archive, filter the dates into the future
- Canceling a customer - drop-down box is emptyCreate the reasons in Settings/Cancellation Reasons
- Communication to customers - disable global settingsHow to disable email and text communications to all customers
- Contacts - adding from Customer/Location pagesWhat is the difference between add contacts in the Customer page vs Service Location page?
- Customer emails - who gets what?It's centered around the Billing and Location pages
- Custom fields - how to export and analyzeExport your customer list and look at columns AZ, BA, BB...
- Default property typeDon't worry about forgetting to change Choose Property Type...
- Deleted customer - accidentallyHow to get it back
- Error Message - Invoice email is invalid, please provide correct email or leave it blankWhen trying to add two email addresses in the Billing or Location page
- Error Message - This new Customer appears to be a duplicateHow to resolve adding a customer whose name is already in Fieldwork
- The Fieldwork DashboardHigh-level overview of your business though 9 Widgets
- Emails - don't provide links to view or pay onlineUpdate your document templates
- Location page - [x] Same as billing addressWhen editing an existing customer it does not populate address fields
- Map Location PinManually move a pin to a new location
- Marketing Campaigns - getting startedCreate email and marketing campaigns to grow your business
- Marketing Campaigns - how did you find usTrack how your customers are finding you
- Marketing Campaign - use to generate online customer reviewsGreat Reviews = more business
- Merged account now has a credit/balance - the fix before the moveEdit the Payments before the move, it'll be a lot easier
- Merged account now has a credit/balance - the fix after the moveOne payment paid multiple invoices; not all invoices moved to the new account; payment moved to new account
- Negative online review - how to see who sent itAnd how to respond to it.
- Move a Location to another accountMove a location to a new or existing customer account
- Online Reviews - getting startedCompleting the Online Review page
- Online Reviews - how to create my review sitesActivating Online Reviews starts with creating social media online review sites
- Online Reviews - how to testDon't test the same Work Order or Invoice
- Online Reviews - some are not viewable1, 2, and 3-star reviews do not go online
- Phone number - adding a second one to a customerAdd a second mobile phone number to receive text messages
- Preparing for your NYSDEC Report submissionInstructions on how to submit your annual pesticide use report
- Service Locations - how to set up different locations in one account & manage the service location statusFor customers who have two or more locations, manage all service locations in one customer account
- Shared Notes & DocumentsAdd Notes & Documents to a customer's account for viewing on the Customer Portal
- Show All Changes AuditingSee the history of updates to just about anything
- Tags - getting startedTags are words you use for grouping customers together
- Tags - special purposesUse Tags to identify special requests such as credit limit
- Tags - using in an email marketing campaignUse tags to focus your email marketing campaigns to specific customers
- Text messages - customer isn't receivingThe phone 'type' selected must be Mobile
- Text response confirmations - customer must reply with the word confirmNot C, not Yes, not Oke Doke...
- Weather Delay - tell your customers you can't perform exterior serviceMass emailing many customers can be faster than calling