Customers

Create, organize, bill, merge, split, and manage the customer accounts your team services.

Use customer follow-up preferences to manage all or selected automatic follow-ups for an account.

Common tasks

• See and browse all your customers
• Create a customer
• What the customer page shows
• Set customer billing (payment terms, tax exempt, autopay)
• Turning on Customer Portal access for a customer
• Saving a customer's payment methods
• Making a customer active or inactive
• Merge or split customer accounts

All guides

• See and browse all your customers
• Create a customer
• What the customer page shows
• Set customer billing (payment terms, tax exempt, autopay)
• Turning on Customer Portal access for a customer
• Saving a customer's payment methods
• Making a customer active or inactive
• Merge or split customer accounts
• Delete a customer, property, job, quote, or invoice