Customers
Additional articles
Capturing a Card for Auto-Pay
How to capture a card on file in order to apply Auto charge settings
The Client Portal
How it works and where to find it
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Updated 10 months ago
Jobs Module
Where to find, and how to use the Jobs Module in the Customers tab
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Updated 9 months ago
Custom Customer Types
From the customer page you can create new customer types to better organize your customers.
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Updated 9 months ago