Search Zentive help
Share your lead form
Put your public request form on yard signs, your website, social bios, and business cards with a link, an embed snippet, or a QR code. Requests land in Lead Management.
Request service
Ask your provider for a new visit or a change from the portal’s Request Service page, or from their public request form (link, website, or QR code) if you have no account.
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.
Lead Source ROI report
Which lead sources (web form, referral, yard sign, social, phone) actually turn into collected revenue.
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 employees
Add office or field employees, update their information, and make sure they have the correct Zentive access.
Add your services and products
Build the price book that quotes, jobs, and invoices pull from: names, default prices, internal cost, tax exemption, equipment, field instructions, and checklists.
Choose what Zentive notifies you about
Settings → Notifications controls the push and email alerts you receive: payments, quotes, leads, schedule changes, crew activity, and messages.
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".
Popular topic areas
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.