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Customer List Contact List Location List

Import Customer Records Bulk-Update Customers Customer Settings

Recently Viewed

Sample Customer

Work Order List

Search Comments & Notes Deleted Work Orders

Work Order Settings

Recurring Jobs

New Recurring Job Recurring Job List

Item List

New Item Item List

New Appointment

Send a Notification Print Schedule(s)

Team Calendar

Day Week Month Timeline Availability Grid

Individual Calendar

Day Week Month Timeline

New Equipment Item

Import Equipment Items Equipment Settings

Contract Settings

Recently Viewed

Sample contract

New Invoice Batch

Billing Overview Accounting Integration

Invoice List Invoice Batch List Payment List

Tax Codes Billing Settings

Dashboards

Personal Dashboard Service Dashboard

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Lio Liange

Edit Profile & Preferences

Settings Product Updates

Settings

Save Current Page as Bookmark

Bookmark Name:

Support

Monday-Friday, 8am-5pm (Mountain)

Email

[email protected]

Phone

+1-719-387-8782
877-258-3467 Toll-Free

Online Docs

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Personal Settings

Profile
Change Password
Notifications
Start Page
Calendar Sync

General Settings

Appearance
Billing
Contracts
Customers
Equipment
Login
Logo
Recurring Jobs
Work Orders
Signature Capture

Account/Subscription

Account Overview
Account URL
Company Profile
Cancel Account

Users & Permissions

Users
Permissions
Password Policy
Groups
Role Names

Mobile Access

Email Address
Incoming Email Settings
Incoming Email Log
Global Notifications
Customer Notifications

Customer Portal

General Settings
Logo
Login/Logout
Dashboard
Announcements
User Access
Website Integration

General Settings
Customize Page Header
Website Integration

Import
Export

API
Callback List
Callback Log

Reorder Custom Fields for Customer Records

To change a field's order, select the field from the list, then click the "Up" or "Down" button.

Customer Summary

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Loading customer summary...

Error: Unable to load customer summary. Please try again later.

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Invoicing

Average Invoice Amount-

Overdue Invoices -

Overdue Amount-

Overdue Details-

Upcoming Invoice Date-

Upcoming Invoice Amount-

Work Orders

Total (Lifetime)-

Past 12 Months-

Open Work Orders -

Open Work Order Types-

Work Orders Opened Trend (12 Months)

Recurring Jobs

Next Scheduled Date-

Work Orders from Recurring Jobs (12 months):

Upcoming Service Needed

Past Due Service

Expiring Warranty

Expired Warranty

Communication Summary

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Analyzing communication patterns...

Unable to load communication summary.

Profitability

Total Billed (12 mo)-

Total Profit (12 mo)-

Overall Margin-

This Month

Billed-

Profit-

Margin-

vs 12mo Avg

Percentile Rank-

Highest Margin

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Lowest Margin

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12 Month Trend

Contract Forecast

Budget Utilization

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Projected Depletion (Total History)

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Projected Depletion (Current Period)

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There are currently no active contracts for this customer.

Trends

Work Order Growth (YoY)

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Invoice Growth (YoY)

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