Joe has just called to book in a new install job with you. You know you did work for Joe a few years back.

This help document is to guide you how to search for Joe and book in that new install job, so you don't end up with two records for Joe. But if you do have two records we have you covered with our customer merge feature.

There are two ways you can search for an existing site customer and add a new job.

I am going to show you both ways.

The first way its to go into the site customer records like this;

Click on the customer record

The second way is to go directly into the calendar and add from there.

You can now continue to he job card and book in the rest of the job details.

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