CRM

Customers

Create customer accounts, keep billing and service addresses together, and build the customer list used by invoices and field service work.

Starter mode is active. Customer records are saving to local JSON until the database is configured.
Total Customers 2 All records
Active 2 Current customers
Leads 0 Prospects
Paused 0 On hold

Add Customer

Customer Workflow

  1. Add the customer before creating invoices.
  2. Use the same customer name in Accounts Receivable.
  3. Add service/property notes for field techs later.
  4. Customer portal access will connect to these records.

Directory

Customer List

Accounts Receivable
Name Company Email Phone Status Service Address Actions
Brian Churchill briankchurchill@live.com 4703965321 active 642 Arbor Rdge Ga Loganville 30052
Profile History
Troy Parker active 3813 Briarstone cove Snellville Ga 30039
Profile History