Customers & portal
Customer records, the customer portal, and messaging.
5 articles
Mark accounts as commercial, set guaranteed arrival windows, and let the optimizer + notifications do the rest.
The minimum vs the full record — both take under a minute.
Service history, chemistry, invoices, AutoPay, messaging.
Message customers from the portal, broadcast to techs.
Give them access to invoices, messages, and service history.
Can't find it?
Ask Dewey in plain English — it knows everything in the knowledge base.
