Search Zentive help
Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro
Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.
Add a lead
Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.
Starting fresh or migrating from another system
What to bring from Jobber, Housecall Pro, ServiceTitan, or QuickBooks, in what order, and what to leave behind.
Work your lead pipeline
Set up stages, use saved views (Needs Follow-Up, Hot, Stale), drag leads between columns, record next actions, and convert won leads into customers.
A customer can't sign in to the portal
Work through the five usual causes: no invite yet, expired invite, wrong sign-in page, wrong email or phone on the record, or a business account using the same email.
Add a customer
Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.
Add and manage customer locations
Keep each property under the correct customer so crews arrive at the right address with the right instructions.
Add and manage employees
Add office or field employees, update their information, and make sure they have the correct Zentive access.
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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Contact Zentive support
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.