SERVICECALL PRO TOUR

6. Adding Customers.

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Customers are the most important part of any business. That is why there are numerous screens allowing you to customise each of customers needs individually.

Creating a customer record can be a simple as entering their name.

All other fields are optional but allow you to keep a comprehensive record of your customer giving you quick access to phone numbers, email addresses and websites.

 

Once your customer details have been entered they will be listed as shown below. Each customer row has three icons associated with it allowing you access to contacts, service levels and parts list.