Customer Management
Manage customer relationships, support conversations, and communication workflows.
Messaging & Support
Real-time customer communication, support tickets, push notifications, and message workflows
Introduction to Messaging & Support
Real-time two-way communication system centralizing all support conversations, service requests, and customer inquiries.
Support Inbox Overview
Central hub for managing all customer support conversations and service requests with real-time updates.
Viewing and Managing Support Threads
Navigate and manage support threads efficiently with filtering, search, and organization tools.
Responding to Customer Messages
Reply to customer inquiries directly from the support inbox with real-time message delivery.
Starting New Support Conversations
Initiate support conversations with customers directly from the admin interface.
Thread Categories and Organization
Categorize support threads to organize conversations and track issue types.
Unread Messages and Badge Notifications
Visual indicators help you track unread messages and prioritize responses.
Real-Time Messaging Features
Instant communication features for responsive customer support including typing indicators and read receipts.
Support Ticket Workflows
Manage support requests through a structured ticket workflow from initial contact to resolution.
Closing and Archiving Threads
Close resolved support conversations and maintain organized records.
Push Notifications for Admins
Receive browser push notifications when customers send new messages, even when not actively viewing the inbox.
Customer Portal Messaging
Customers can communicate with your team directly through their portal's support section.
Customer Push Notification Settings
Customers can enable push notifications to receive alerts when your team replies to their messages.
Service Request Tickets
Handle service requests submitted by customers through the portal, including scheduling and supply requests.
Email Notifications for Support
Configure email alerts for support activities to ensure your team never misses important customer communications.
Notification Panel and Quick Access
The notification panel provides quick access to recent messages and unread conversations without leaving your current page.
Customer Communication History
Access complete communication history for any customer from their profile.
Troubleshooting Messaging Issues
Common issues and solutions for the messaging and support system.
Customer Hub
Complete CRM for managing customer accounts, contacts, locations, and portal access
Introduction to Customer Hub
Central CRM for managing customer relationships, consolidating accounts, contacts, locations, and communication in one place.
Customer Hub Search and Navigation
Powerful search capabilities to find customers by name, contact, location, phone, email, and more with live suggestions.
Creating Customer Accounts
Add new customer accounts with basic information, billing details, and account type configuration.
Customer Profile Overview
Complete customer profile with tabs for overview, contacts, locations, jobs, invoices, units, and messages.
Managing Customer Contacts
Add, edit, and manage multiple contacts per customer account with primary contact designation.
Managing Service Locations
Track physical service sites for each customer with addresses, names, and special instructions.
Bulk Customer Import
Import multiple customers at once using CSV or spreadsheet files with column mapping and validation.
Bulk Portal Invitations
Invite multiple customers to their self-service portals simultaneously with progress tracking and retry capabilities.
Customer Portal Access Management
Enable customer self-service portal access with invitation management and access control.
Customer Financial Overview
View customer financial data including invoices, payments, outstanding balances, and account statements.
Troubleshooting Customer Management
Common issues and solutions for customer management including search, duplicates, portal invitations, and data import.