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Customers
Keep every customer, property and note in one place so anyone on your team can pick up where the last person left off.
9 articles
- 1Customers Dashboard: Find Any Customer Fast and Update Many at OnceSearch your whole customer list by name, company or street, filter by tag, and tag or tidy many customers in one go, so the right people are always one click away.3 min read · 5 screenshots
- 2How to Add a Customer: Keep Every Detail in One PlaceRecord contact details, property notes, tags and where each customer found you, so your crew arrives prepared, reminders go out automatically and you can see which marketing brings paying work.4 min read · 7 screenshots
- 3Import or Export Your Customer List: Move Hundreds of Customers in MinutesBring your whole customer list into Servgrow from a spreadsheet, with properties, notes and tags, so you can schedule and invoice from day one. Export it any time for a backup.3 min read · 2 screenshots
- 4Customer Page: Every Job, Estimate, Invoice and Plan for One CustomerSee everything about one customer in one place, from contact details and properties to every job, estimate, invoice and service plan, and book work, record payments or invite them to your portal without leaving the page.5 min read · 9 screenshots
- 5Tags Manager: Organize Customers, Jobs and Estimates and Reach the Right PeopleGroup customers by type, area, service or VIP status so you can find exactly the right people in seconds, start automatic campaigns, and flag jobs and estimates that need attention.3 min read · 5 screenshots
- 6Understanding and Using TagsLearn how to effectively use tags to understand your business.2 min read · 9 screenshots
- 7Customer Portal: Let Customers Check Appointments, Approve Estimates and Pay OnlineGive every customer their own branded portal where they see their appointments, approve estimates, pay invoices and book new work on their own, so you answer fewer calls and get paid sooner.4 min read · 6 screenshots
- 8Managing Your Customer RecordsLearn the steps to edit your customer's details or remove a customer from your records.1 min read · 6 screenshots
- 9How To Refund a Customer1 min read · 2 screenshots
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