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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.
Edit customer details
Clean up contact info, property details, and notes before the wrong person gets the next quote, job, or invoice.
Message customers
Send customer messages from Zentive so follow-up stays tied to the right contacts and jobs.
Optimize the daily route
Clean up the stop order so your crews spend less time windshielding and more time doing the work that gets billed.
Reconnect Stripe
Reconnect Stripe when payments stop flowing because the original connection dropped or expired.
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- 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.