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            How to: Add contacts

            ADD CONTACTS

            How to: Import your contacts

            You can only do this from your phone contacts. Tap Contacts icon and Import (top left). This will run through all of your contacts (scroll down for more) asking if you want to import . Emails and addresses are not a required field but it's better if you do have them. If you have a lot of contacts get in touch.

            How to: Create an new Householder (single property) and room / fireplace

            Tap the Contact icon and +.  At a minimum complete the * items. Emails can be added later. Ignore the PDF tick box initially. Add the room details if you have them. The only required field is Room name.
            If you are doing the same service to this Room why not Add a Default service. This means when you come to invoice it will be pre filled. You can add more than one item by taping the icon to the left of the arrow.
            When first adding an Room say when last visited and when next visit should be. This will auto remind you. See Call these customers.
            If you want to send notifications (appointments, reminders and invoices) to an additional person for this House, add their email address. If they need to goto more than one additional person put a comma after each. New

            How to: Create a new Multi property Householder / Management Company 

            Same as above but in the first box select Management Company. Enter a Company name as this is useful later. Add Room. If the room is at a different property tap Change Property. Select Management Company Property. Add property. Either add a new property or select from the drop down.

            How to: Add a new Room / Fireplace for a Householder

            Select the Householder - Room - Add Room.   The only required fields are Room Name. The home location will automatically be selected.
            If you are doing the same service to this Room why not Add a Default service. This means when you come to invoice it will be pre filled. You can add more than one item by taping the icon to the left of the arrow.
            When first adding an Room say when last visited and when next visit should be. This will auto remind you. See Call these customers.
            If you want to send notifications (appointments, reminders and invoices) to an additional person for this House, add their email address. If they need to goto more than one additional person put a comma after each. New

            How to: Add a new Room / Fireplace for a Multi Property Management Company  

            Select the Management Company - Rooms - Add room. Select the room name - Change property if required. Select from drop down or Add new and create a new property. Enter any other info you want including Default service, when last swept / frequency then Save.

            Updated: 20 Apr 2018 07:11 PM
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