Search Zentive help
Request service
Show a customer how to request work from the portal so the office gets a clean service request.
Log in to the customer portal
Help a customer sign in so they can view quotes, invoices, payments, and service requests.
Add and manage customer locations
Keep each property under the correct customer so crews arrive at the right address with the right instructions.
Approve a quote
Help a customer open the quote, review the work, and approve it from the customer side.
Assign a crew to a job
Put the right crew on the job so the office, route, and field app all stay lined up before the trucks roll out.
Complete your first Zentive workflow
Run one full quote-to-job-to-invoice cycle so the team learns the real workflow before it gets busy.
Configure starter services
Load, review, and edit starter services so your first quote or invoice has real line items.
Create a customer record
Add a customer with clean contact and service information so quoting, scheduling, invoicing, and messaging work correctly.
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.