Dispatcher is designed to walk through each step of Account, Job, and Ticket creation when adding a new Account. This is helpful when you have a new customer call in for a new service.
Check out our Dispatcher User Manual for how to Import Accounts from a CSV file or QuickBooks Online.
How to Create an Account
Click Accounts
Click New Account
Fill out the appropriate details
Name: company or individual name
Notes: internal use for account information, seen by administrator users only
Contact information: account lead’s name, email, and phone number
Billing: company or individual address for billing purposes
Billing Details: internal billing notes, seen by administrator users only
Click Save Account Only or
Click Save Account and Enter Job + to move to next step
