Accounts (Customers and Leads)
Manage your customer database, track leads, and keep your client information organized.
By Bobby and 1 other2 authors8 articles
- Account (Customer) ManagementKeeping track of accounts/customer
- Service LocationsKeep every address you service on one account - with its own name, job-site note, and assigned contacts - and start proposals straight from a location.
- Contacts on an AccountManage the people at each account - primary contact rules, two phone numbers each, who receives documents, and how contacts drive email and SMS.
- Merging Duplicate AccountsCombine two records for the same customer into one, moving jobs, invoices, contacts, and history onto the account you keep.
- Accounts (Customers or Leads)How to create a customer or lead
- Importing Customer Database into MotionOpsYou can import your customers from your former CRM or database into MotionOps. Follow the steps below to do so.
- Enabling or Disabling Online Payments for a Specific ClientControl whether individual clients can pay invoices online via public payment links — without affecting your ability to charge them from the back office.
- Customer PortalGive each customer a private, view-only web portal to see their proposals, jobs, invoices, credit memos, and appointments — set business-wide defaults and control exactly what each customer sees.