Tag customer

DNO Signature

Set a default signatory name and signature once, and they are used on all new DNO application forms, so you are not re-entering them on every submission. DNO applies to Great Britain and Northern Ireland. Steps Open DNO Signature under…

Customer Packs

A customer pack is the bundle of documents a customer is sent when a job is completed. Build a pack per installation type so the right paperwork goes out automatically every time. Steps Open Customer Pack under Settings, Sales &…

Adding customers

Watch Video Step by step guide: 2. Complete the customer’s information and enter the site details to create a job at the same time. 3. You can then send the customer an enquiry form to complete.

Company

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