This guide walks you through how to apply a filter to view only your roofing customers. It’s a simple process designed to help you streamline your customer management and quickly access job-specific profiles, saving you time when working on roofing-related tasks.
Follow the below-mentioned steps to filter your roofing customers.
Step 1: Go to “Customers” in the main menu.
Step 2: Select “Roof” from the list option.