Search Results

Why it matters: Search is the starting point for most customer-service work and the required first check before onboarding a new customer.Search WalkthroughOpen the main sidebar or navigation menu.Select Search.Enter the best customer information available.Rev...

Customer Account OverviewThe customer account brings together contact, location, service, system, equipment, activity, and billing information. Not every employee will see or be permitted to change every item.Main Information to ReviewAccount areaWhat to confi...

Customer Onboarding WalkthroughCustomer onboarding creates the customer record and connects it to the right service location, relationship, fuel system, equipment, and services. The demonstration values used during training were examples only. Use your company...

Creating an Annual Tune-UpGo to the customer's account and click Systems.Find the relevant fuel system (Propane, Oil, or HVAC) and click the gear icon on that system.Click ☀️ Schedule Heat Tune-Up.Select the equipment (for example, a boiler).Select the service...

Making a Delivery RequestGo to the customer's account and navigate to the Systems tab.Confirm that both the boiler and the tank are listed under the system.Scroll to Deliveries at the bottom and click Delivery Request.Add a message describing the situation, fo...

Creating a New Service TicketGo to the customer's account.Click Concerns +, enter a description of the issue (for example, "Water Leak"), and save.Click Projects + and select the concern you just created.In the ticket, click Visits and open the visit by its ti...