> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work.md).

# Customers and Work

- [Customers](https://learn.withessential.com/customers-and-work/customers.md)
- [See and browse all your customers](https://learn.withessential.com/customers-and-work/customers/see-and-browse-all-your-customers.md)
- [Create a customer](https://learn.withessential.com/customers-and-work/customers/create-a-customer.md)
- [Delete a customer, property, job, quote, or invoice](https://learn.withessential.com/customers-and-work/customers/delete-a-record.md)
- [What the customer page shows](https://learn.withessential.com/customers-and-work/customers/what-the-customer-page-shows.md)
- [Manage customer follow-ups](https://learn.withessential.com/customers-and-work/customers/manage-customer-follow-ups.md)
- [Set customer billing (payment terms, tax exempt, autopay)](https://learn.withessential.com/customers-and-work/customers/set-a-customers-billing-profile-payment-terms-tax-exempt-autopay.md)
- [Turning on Customer Portal access for a customer](https://learn.withessential.com/customers-and-work/customers/turning-on-customer-portal-access-for-a-customer.md)
- [Saving a customer's payment methods](https://learn.withessential.com/customers-and-work/customers/saving-a-customers-payment-methods.md)
- [Making a customer active or inactive](https://learn.withessential.com/customers-and-work/customers/making-a-customer-active-or-inactive.md)
- [Set recurring service automations](https://learn.withessential.com/customers-and-work/customers/disable-service-automations.md)
- [Merge or split customer accounts](https://learn.withessential.com/customers-and-work/customers/merge-or-split-customer-accounts.md)
- [Import records from inspection reports](https://learn.withessential.com/customers-and-work/customers/import-records-from-inspection-reports.md)
- [Properties](https://learn.withessential.com/customers-and-work/properties.md)
- [Common property questions](https://learn.withessential.com/customers-and-work/properties/common-property-questions.md)
- [See and browse all your properties](https://learn.withessential.com/customers-and-work/properties/see-and-browse-all-your-properties.md)
- [Create a property](https://learn.withessential.com/customers-and-work/properties/create-a-property.md)
- [What the property page shows](https://learn.withessential.com/customers-and-work/properties/what-the-property-page-shows.md)
- [Add or manage contacts on a property](https://learn.withessential.com/customers-and-work/properties/add-or-manage-contacts-on-a-property.md)
- [Set a property's access info and notes](https://learn.withessential.com/customers-and-work/properties/set-a-propertys-access-info-and-notes.md)
- [See a property's equipment and asset groups](https://learn.withessential.com/customers-and-work/properties/see-a-propertys-equipment-and-asset-groups.md)
- [Use Customer Billing or set Property Billing](https://learn.withessential.com/customers-and-work/properties/property-billing-profile-the-customer-default-or-its-own.md)
- [Making a property active or inactive](https://learn.withessential.com/customers-and-work/properties/making-a-property-active-or-inactive.md)
- [Move a property to another customer](https://learn.withessential.com/customers-and-work/properties/move-a-property-to-another-customer.md)
- [Merge duplicate properties](https://learn.withessential.com/customers-and-work/properties/merge-duplicate-properties.md)
- [Adding an asset group to a property](https://learn.withessential.com/customers-and-work/properties/adding-an-asset-group-to-a-property.md)
- [Property files and who can see them](https://learn.withessential.com/customers-and-work/properties/property-files-and-who-can-see-them.md)
- [Contacts](https://learn.withessential.com/customers-and-work/contacts.md)
- [See and browse all your contacts](https://learn.withessential.com/customers-and-work/contacts/see-and-browse-all-your-contacts.md)
- [Creating a contact](https://learn.withessential.com/customers-and-work/contacts/creating-a-contact.md)
- [Review possible duplicates while creating records](https://learn.withessential.com/customers-and-work/contacts/review-possible-duplicates-while-creating-records.md)
- [What the contact page shows](https://learn.withessential.com/customers-and-work/contacts/what-the-contact-page-shows.md)
- [Contact roles explained](https://learn.withessential.com/customers-and-work/contacts/contact-roles-explained.md)
- [Edit a contact's details, or where their roles live](https://learn.withessential.com/customers-and-work/contacts/edit-a-contacts-details-or-where-their-roles-live.md)
- [Give a contact more than one email address](https://learn.withessential.com/customers-and-work/contacts/give-a-contact-more-than-one-email-address.md)
- [Give a contact access to the customer portal](https://learn.withessential.com/customers-and-work/contacts/give-a-contact-access-to-the-customer-portal.md)
- [Preview a contact's Customer Portal](https://learn.withessential.com/customers-and-work/contacts/preview-a-contacts-customer-portal.md)
- [Scheduling](https://learn.withessential.com/customers-and-work/scheduling.md)
- [Common scheduling questions](https://learn.withessential.com/customers-and-work/scheduling/common-scheduling-questions.md)
- [Schedule a visit for an inactive customer or property](https://learn.withessential.com/customers-and-work/scheduling/why-cant-i-schedule-a-visit-here-inactive-customer-or-property.md)
- [See and manage your schedule](https://learn.withessential.com/customers-and-work/scheduling/see-and-manage-your-schedule.md)
- [Switch how the schedule is shown](https://learn.withessential.com/customers-and-work/scheduling/switch-how-the-schedule-is-shown-week-month-map.md)
- [Create a new visit](https://learn.withessential.com/customers-and-work/scheduling/create-a-new-visit.md)
- [Review visit checks](https://learn.withessential.com/customers-and-work/scheduling/review-visit-checks.md)
- [Work with the scheduling backlog](https://learn.withessential.com/customers-and-work/scheduling/work-with-the-scheduling-backlog.md)
- [Let technicians schedule backlog visits](https://learn.withessential.com/customers-and-work/scheduling/let-technicians-schedule-backlog-visits.md)
- [Create visits for many properties at once](https://learn.withessential.com/customers-and-work/scheduling/create-visits-for-many-properties-at-once.md)
- [Schedule, reschedule, or reassign a visit](https://learn.withessential.com/customers-and-work/scheduling/schedule-reschedule-or-reassign-a-visit.md)
- [Drag and drop to schedule, move, reassign, and handle conflicts](https://learn.withessential.com/customers-and-work/scheduling/drag-and-drop-to-schedule-move-reassign-and-handle-conflicts.md)
- [Send a visit reminder to a customer](https://learn.withessential.com/customers-and-work/scheduling/send-a-visit-reminder-to-a-customer.md)
- [Draft visits and releasing them to the team](https://learn.withessential.com/customers-and-work/scheduling/draft-visits-and-releasing-them-to-the-team.md)
- [Deleting a scheduled visit is permanent](https://learn.withessential.com/customers-and-work/scheduling/deleting-a-scheduled-visit-is-permanent.md)
- [Add work orders (visit types) and contacts with reminders to a visit](https://learn.withessential.com/customers-and-work/scheduling/add-work-orders-visit-types-and-contacts-with-reminders-to-a-visit.md)
- [Exact time vs. estimated, duration, technician count, and due date](https://learn.withessential.com/customers-and-work/scheduling/exact-time-vs-estimated-duration-technician-count-and-due-date.md)
- [Filter and sort the backlog](https://learn.withessential.com/customers-and-work/scheduling/filter-and-sort-the-backlog.md)
- [Reserve inventory, flag expected asset group inspections, and two kinds of notes](https://learn.withessential.com/customers-and-work/scheduling/reserve-inventory-flag-expected-asset-inspections-and-two-kinds-of-notes.md)
- [Add equipment to a visit](https://learn.withessential.com/customers-and-work/scheduling/add-equipment-to-a-visit.md)
- [See technician status from the office: clocked in, en route, and ETA](https://learn.withessential.com/customers-and-work/scheduling/see-technician-status-from-the-office-clocked-in-en-route-and-eta.md)
- [See technicians on the map with live GPS](https://learn.withessential.com/customers-and-work/scheduling/see-technicians-on-the-map-with-live-gps.md)
- [Set a visit's arrival window](https://learn.withessential.com/customers-and-work/scheduling/set-a-visits-arrival-window.md)
- [Scheduling overview](https://learn.withessential.com/customers-and-work/scheduling/scheduling-overview.md)
- [Schedule multi-technician visits](https://learn.withessential.com/customers-and-work/scheduling/schedule-multi-technician-visits.md)
- [Resolve scheduling conflicts](https://learn.withessential.com/customers-and-work/scheduling/resolve-scheduling-conflicts.md)
- [Remove a commute from the schedule](https://learn.withessential.com/customers-and-work/scheduling/remove-a-commute-from-the-schedule.md)
- [Use the scheduling map and technician status](https://learn.withessential.com/customers-and-work/scheduling/use-the-scheduling-map-and-technician-status.md)
- [Customer notifications for scheduled visits](https://learn.withessential.com/customers-and-work/scheduling/customer-notifications-for-scheduled-visits.md)
- [Schedule technician time off](https://learn.withessential.com/customers-and-work/scheduling/schedule-technician-time-off.md)
- [Scheduling rules for past and active visits](https://learn.withessential.com/customers-and-work/scheduling/scheduling-rules-for-past-and-active-visits.md)
- [Jobs](https://learn.withessential.com/customers-and-work/jobs.md)
- [What is a job, and how does the Jobs list work?](https://learn.withessential.com/customers-and-work/jobs/what-is-a-job-and-how-does-the-jobs-list-work.md)
- [Import jobs from files](https://learn.withessential.com/customers-and-work/jobs/import-jobs-from-files.md)
- [The job detail page: what it shows](https://learn.withessential.com/customers-and-work/jobs/the-job-detail-page-what-it-shows.md)
- [Link quotes and invoices to a job](https://learn.withessential.com/customers-and-work/jobs/link-quotes-and-invoices-to-a-job.md)
- [Job inventory: reserved vs used parts, transfers, and shortages](https://learn.withessential.com/customers-and-work/jobs/job-inventory-reserved-vs-used-parts-transfers-and-shortages.md)
- [Job Costing on a job: revenue, costs, and margin](https://learn.withessential.com/customers-and-work/jobs/job-costing-on-a-job.md)
- [Add manual revenue or a manual labor entry to a job](https://learn.withessential.com/customers-and-work/jobs/add-manual-revenue-or-labor-to-a-job.md)
- [Recurring service completions on a job](https://learn.withessential.com/customers-and-work/jobs/recurring-service-completions-on-a-job.md)
- [Clock in and clock out records on a job](https://learn.withessential.com/customers-and-work/jobs/clock-in-and-clock-out-records-on-a-job.md)
- [Edit a technician's clock in or clock out](https://learn.withessential.com/customers-and-work/jobs/edit-a-technicians-clock-in-or-clock-out.md)
- [Why can't I delete a job?](https://learn.withessential.com/customers-and-work/jobs/why-cant-i-delete-a-job.md)
- [Work acknowledgments on a job](https://learn.withessential.com/customers-and-work/jobs/work-acknowledgments-on-a-job.md)
- [Send a Job Summary](https://learn.withessential.com/customers-and-work/jobs/send-a-job-summary.md)


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