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How to Filter Your HVAC Customers

Updated over 2 weeks ago


Follow the steps below to filter customers using the List View feature.


Step 1: From the main menu, go to the “Customers” tab.


Step 2: Open the “List View” dropdown and select the filter you want to apply.


You will now see only the customers that match your selected filter.


New filters can be created by opening the menu on the right of the “List View” dropdown and selecting “Create New”.

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