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Customer Can-trol

Customer/Accounts

6 articles
VIDEO - Navigating the Customers Tab & Managing Account GroupsLearn how to search, sort, and filter customer accounts, use quick account actions, and manage groups for efficient bulk updates.
VIDEO - Customer Profile 101Learn how to create a customer profile and manage everything from contacts and service locations to billing, invoices, account activity, and more
VIDEO - Configuring SuspensionsLearn how to configure manual or automated account suspensions, customize suspension criteria, and control billing during suspension with proration settings
VIDEO - Work Order DetailsThis video demonstrates the key features and functions of the work order screen for managing individual work orders
VIDEO - Sending custom emailsDend a custom email attached to an invoice within the customer billing tab
VIDEO - DEACTIVATE FUTURE SERVICESHow to deactivate a service scheduled to start in the future
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