Customer Management
How to add customers, edit, remove, set credit limits, deposits and more.
Adding a new customer is easy in Onsite Pro. Just select 'Customers' from the top of the dash board and click 'Create new'. You wi...
Tue, 16 Jun, 2020 at 6:01 PM
You will have clients that have multiple addresses. This is easy to address in Onsite Pro- simple select your customer and click on the addresses tab ...
Tue, 16 Jun, 2020 at 6:08 PM
You may wish to send quotes to one contact within your customer's business, completed jobs to another, and invoices to a third. Or a mix of all three a...
Tue, 16 Jun, 2020 at 6:17 PM
Notes are accessed through the customer section of Onsite Pro. These are private notes that you can set an actionable date on. For example on this date... ...
Tue, 16 Jun, 2020 at 6:13 PM