Customer Service

Customer Search

Why it matters: Search is the starting point for most customer-service work and the required firs...

Customer Account Overview / Editing

Customer Account OverviewThe customer account brings together contact, location, service, system,...

Customer Account Onboarding

Customer Onboarding WalkthroughCustomer onboarding creates the customer record and connects it to...

Creating an Annual Tune Up

Creating an Annual Tune-UpGo to the customer's account and click Systems.Find the relevant fuel s...

Making a Delivery Request

Making a Delivery RequestGo to the customer's account and navigate to the Systems tab.Confirm tha...

Creating a Service Ticket

Creating a New Service TicketGo to the customer's account.Click Concerns +, enter a description o...