Customers

45-minute demo overview video of the Web app
The 45-minute demo video is a silent (without audio narration) and simple animation that you can watch and follow along from screen to screen giving you an ...
Tue, 5 May, 2020 at 5:05 PM
Adding a customer
This article describes how you can add a new customer. You can also Import customers from Excel Import customers from QuickBooks Online or QuickBooks...
Tue, 3 Dec, 2019 at 6:07 PM
Import customers from Excel file
Rather than adding customers one at a time, you can import customers in a bulk.  To do this, an Excel file must contain your customers.   Only users wit...
Tue, 3 Dec, 2019 at 6:10 PM
Export customers to Excel file
You can export your customer data to Excel.  This is helpful when you would like to do an email marketing campaign, using programs such as Mail Chimp, Const...
Wed, 26 Aug, 2020 at 4:41 PM
Merging customers
Having duplicate customers is not good for your business, and can result in your service history being scattered.  ServicePal allows you to merge duplicate...
Tue, 3 Dec, 2019 at 6:10 PM
Viewing customer photos
A very popular and helpful feature that our users like is the ability to view ALL photos for a customer that were taken across all of that customer's j...
Wed, 26 Aug, 2020 at 5:10 PM
Archiving a customer
If you no longer want to service a customer (or the customer is deceased), you can archive the customer and associated jobs. Archived customers and jobs are...
Wed, 26 Aug, 2020 at 5:09 PM