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Import customers
Bring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.
Import customers failed
Clean up the file issues that usually break a customer import so you can get the list in without reworking it three more times.
Add a new lead
Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.
Convert a lead to a customer
Move a real prospect into an active customer record once the office is ready to quote or schedule the work.
Create a service agreement
Build a recurring service agreement for commercial or repeat customers and keep the signed terms tied to the account.
Create and manage discounts
Set up discount codes your team can apply to quotes and invoices without changing the original service price.
Edit customer details
Clean up contact info, property details, and notes before the wrong person gets the next quote, job, or invoice.
Manage equipment and assets
Track important equipment so crews and owners know what exists, where it is used, and when it needs attention.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.