Accounts

Add a person to a lead or customer from the account, with their phone and email, role, and whether they are the main person to call.

Add a service or billing address to a lead or customer, find it with the address search, check the map pin, mark it primary, and save it.

Take a lead or customer out of active use from the account list, see your archived accounts, and bring one back with Restore.

Add an account that belongs to a larger customer, such as one store of a chain or one building of a property manager, so both are linked.

Add a new lead or customer from All Accounts with the Quick add page, choose whether it starts as a lead or an active customer, then fill in the rest later.

Change a customer's name, type, account number, parent account, billing basics, contacts and locations from the full account editor.

Find an address on the Account Locations page, open its details, change the address or type, link contacts, and archive or restore it.

Search the Service Assets list by name, serial number, customer or model, narrow it by location and status, open a unit's page, and download the list as a file.

Search and filter the All Leads and All Customers lists, switch between the list and the map, and open, edit or start work from any account row.

Let a customer's contact sign in to your customer portal, choose what they can see, send them a sign-in link, and turn their access off again.

Use a customer's Billing tab to see what they owe, make a quote or invoice, collect a payment, issue a credit or deposit, send a statement and refund a payment without leaving the account.

When one customer ended up with two accounts, merge them so every work order, invoice, contact and note sits on the one you keep, and the other redirects to it.

Use the Account Automation hub to see which automated follow-ups are running for your customers, pause or stop one for a single account, and review anything waiting for approval.

Open a contact to change their phone numbers and emails, see which accounts and locations they belong to, check their portal sign-in, merge a duplicate, or archive them.

See every portal link your team has shared with one customer (files, folders, work order photos, invoices, quotes, statements, agreements), copy one again, or revoke it.

Record a customer's furnace, air conditioner, vehicle or other equipment as a service asset, with its location, model and serial numbers, so every visit has its history.

What each part of a customer's account page shows, from the details panel and primary contact to every tab, and what each action in the Actions menu does.

What a service asset's page shows, including its work order and booking history, how to edit it, link related equipment, export it, and archive it.