Help @ Connect2Field
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Client Management
- Creating & Searching Clients in Connect2Field
- How to Delete Clients & Jobs
- Customizing the Client Section in Connect2Field
- Creating Custom Fields For Clients in Connect2Field
- Creating and Using Customer types in Connect2Field
- How to add Multiple Sites (Office Locations) to your Clients
- How to Invoice your Customers for Service Jobs using Connect2Field
- How to Configure Invoices
- Manage Client Accounts and Invoices
- How to Group & Print Multiple Invoices for a Client
- How to Email Invoices to Clients
- How to show Job Details & Additional Job Information in Invoices
- How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
- Example: Use Custom Fields to Quick Search Clients
- How to Book New Client Calls as Jobs
- Call History - Book Existing Client Calls/Emails in Connect2Field
- How to Manage/Bill Pre-Paid Client Contracts