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Customer Management

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

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.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

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
Natasha Tyrrell avatar
Written by Natasha Tyrrell
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

Send a Reminder via Text and / or Email

Automatically send Customers, Technicians and Schedulers reminders about Jobs.
Paul Tyrrell avatar
Written by Paul Tyrrell
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.
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Written by Natasha Tyrrell
Updated over a week ago