Customers

Please click on a article below to view its contents.

• ★ How to update a customers Latitude and Longitude for Route Mapping
• Add a Job to a Parent in The Service Program
• Adding New Customers (TSP)
• Adding New Customers From QuickBooks
• Customer Billing Information by Posted Route Report
• Customer Billing Information Report
• Customer Information (TSP)
• How to get sales tax to work on quotes with a new lead inside The Service Program desktop
• How to Hide Inactive Customers
• How to Properly Setup Your Customer Ship and Billing Locations in QuickBooks
• How to set Zones for help in organizing the Route Schedule customers by location
• How to update one customer at a time from QuickBooks desktop
• How To Update One Customer Or Item From Quickbooks inside The Service Program
• Move Customer History From an Old Customer to a New Customer
• Reminders within The Service Program
• TSP VIDEO - How to add new customers from The Service Program desktop into QuickBooks Online
• TSP VIDEO - How to update one Customers latitude and Longitude easily on the mobile device side
• Zones and How to Sort Customers By Zones
• [TSP Video] Display equipment data list - This is a much larger list than the traditional equipment list
• [TSP Video] How to create parents and job sites for customers and items in QuickBooks and Transfer into The Service Program
• [TSP Video] How To Properly Format a Customers Address in Quickbooks so it works properly with The Service Program
• [TSP Video] How to setup and use customer equipment
• [TSP Video] How to setup customer specific pricing
• [TSP Video] How to setup default delivery method for batch Billing
• [TSP Video] Quick Tip Move customer history