Contacts

Contacts

Do I have to have a customers email?

No but they will not receive appointment reminders or invoices.

What information do I have to enter in a customer record?

The only required fields are name, phone number and the postcode or zip code of their address. The more you can enter the better.

What is the difference between an Householder (Tennant) and a Landlord (Agent)?

A householder can have multiple addresses and also an address that is managed by a Landlord (Agent) It is important to understand the difference. A Landlord (Agent) can have addresses that they completely look after or addresses where the Householder pays the invoices.

Can I invoice the Householder of an address that is managed by a Landlord (Agent)?

Yes either the Landlord (Agent) or the Householder (Tenant) can be invoiced/pay.

Can you change the owner of an address?

Yes. Go to the address record and press ‘change owner’.

What room records can I keep?

Images, video links, forms/certificates, history, notes, all appointments in the past or future, documents and contacts for this address.

What is the difference between archiving and deleting?

Deleting permanently deletes the address. Archiving removes the address from the customer record but it can be retrieved by pressing the green down arrow in the address records. Any address with a future or past appointment that has not been invoices can’t be deleted of archived.


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