Customer Management
Sending texts and emails to customers, updating jobs and account management.
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5 articles in this collection
Written by Natasha Tyrrell, Scheduleflow Help, and Paul Tyrrell
Written by Natasha Tyrrell, Scheduleflow Help, and Paul Tyrrell
Supporting Multiple Contacts for a Site
We are moving to a more detailed Customer Relationship structure that will support multiple Contacts, Site and Project Relationships.
Written by Natasha Tyrrell
Updated yesterday
Updated yesterday
Add Account Customer and Book a Job
A quick and easy way to be in a job booking workflow when creating a new Account customer
Written by Natasha Tyrrell
Updated over a week ago
Updated over a week ago
Updating Jobs: Rescheduling, Changing Technicians & More
For those times when you need to change customers, change technicians, or update jobs.
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Written by Scheduleflow Help
Updated over a week ago
Updated over a week ago
Send a Reminder via Text and / or Email
Automatically send Customers, Technicians and Schedulers reminders about Jobs.
Written by Paul Tyrrell
Updated over a week ago
Updated over a week ago
View Customer Activity at a Glance
Single place to see the Job/Tech Notes and activity for the Site Customer.
Written by Natasha Tyrrell
Updated over a week ago
Updated over a week ago