Adding information to a New Customer

A blank Customer Card will appear. Enter basic information about the new Customer and then Save to add them to the Customer list.

• First and Last Name: The customer’s first and last name
• Phone 1 / Phone 2: Two phone numbers may be stored, but only the number in the Phone 1 field will receive the SMS and voice messages
• Email Address: The email address used for appointment reminders and completed service notifications
• Company Name: The company name for commercial properties.

• Property Type: default = Residential Property; toggles to Commercial Property
• Unit Type: Indicates whether the property requires single access or is an apartment, office, or other larger structure requiring alternative access and record-keeping.
  • Single Unit = default
  • Multi Unit – used for a property with multiple residents and access points
  • Structures – large structures such as apartment or office buildings
    
• Special Scheduling: This field is for customers that have special scheduling requirements and will require manual scheduling.
• Reminders: Indicate specific preferred appointment reminder methods for the customer
  • SMS: Used for short message service/text communication
  • Email: Used for email communications
  • Voice: Used for voice calls and voicemails