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The Customer/Contact Settings section allows you to configure and manage customer and contact-related preferences. This includes general settings, notifications, reminders, categories, billing frequency, and custom fields.
Navigation: Settings -> Modules -> Customers-Contacts - > Customers-Contacts General Settings

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Customer-contact General settings

Select the “Settings” module from the left panel. Under the “Modules,” choose the “Customer/Contact.” Select the “Customer/Contact General Settings.” Configjcu8
  • Select a unique field for customer/contact: Choose a field to identify customers or contacts uniquely.
  • Show a bad debt alert upon choosing a customer/contact?
Yes: Toggle to Yes will enable the bad debt alert when the customer/contact is selected. No: Toggle to No will disable the bad debt alert when a customer/contact is selected.
  • Allow payment card on file?
Yes: Toggle to Yes will enable adding a payment card on file. No: Toggle to No will disable adding a payment card on file.
  • Enable Billing Cycle?
Yes: Toggle to Yes will enable the billing cycle. No: Toggle to No will disable the billing cycle.
  • Does Customer/Contact need an Account Manager?
Yes: Toggle to Yes will enable adding an account manager. No: Toggle to No will disable adding an account manager.
  • Enforce Geo-Location in address?
Yes: Toggle to Yes will enforce geo-location for addresses No: Toggle to No will disable adding geo-location for addresses
  • Enable Portal Access by Default?
Yes: Toggle to Yes will enable portal access by default for the new contact/customer. No: Toggle to No will disable portal access by default for the new contact/customer.

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Enable Lead Source

  • Track Lead Source?
Yes: Toggle to Yes enables tracking the lead source for new or existing contacts/customers. No: Toggle to No will disable track lead source for the new or existing contact/customer. Click Save in the top-right corner.
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Access / Permissions

  • Can Team Leader view all Customers/Contacts?
Yes: Toggle to Yes will enable team leaders to view all customer and contact access. No: Toggle to No will disable viewing all customer/contact access to team leaders.
  • Can Field Executive create new customer/contact?
Yes: Toggle to Yes will enable field executives to create new customers/contacts. No: Toggle to No will disable field executives from creating new customers/contacts.
  • Can Field Executive edit customer/contact details?
Yes: Toggle to Yes will enable field executives to edit customers/contacts. No: Toggle to No will disable field executives from editing customers/contacts.
  • Can Field Executive view all Customers/Contacts?
Yes: Toggle to Yes will enable field executives to view customers/contacts. No: Toggle to No will disable field executives viewing customers/contacts.
  • Does Field Executive require Facial Authentication to view customers/contacts?
Yes: Toggle to Yes will enable field executives to view customers/contacts that require facial authentication. No: Toggle to No will disable field executives to view customers/contacts that require facial authentication. Can Field Executive view Customers/Contacts without punching-in? Yes: Toggle to Yes will enable field executives to view customers/contacts without punching in. No: Toggle to No will disable field executives from viewing customers/contacts using facial authentication. To save changes, click the Save button at the top right.

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Lead Sources

Lead Sources help you track where your customers, requests, and jobs originate from, such as Website, Phone Call, Instagram, or Referrals. By consistently capturing this information, you can understand which marketing channels drive the most business and make better, data-driven decisions. Lead Sources appear across Customers/Contacts and Jobs and are available for filtering, reporting, and dashboards once enabled.
Navigation: Settings -> Modules -> Customer-Contact -> Lead Sources
  1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Customer/Contact.” Select the “Lead Sources.”
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  1. Click ”+ New Source.”
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  1. Enter the source name and click “Create.”
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  1. The request source is created successfully.
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Customer/contact category

Navigation: Settings -> Modules -> Customer-Contact -> Customer-Contact Category
  1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Customer/Contact.” Select the “Customer/Contact Category.”
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  1. Click the “+ New Category” to create a new customer/contact category.
Co9 Pn A dialog box appears. Enter the following details
  • Category Name*: The name of the customer/contact category.
  • SLA Duration: Define the expected duration in days, hours, and minutes to complete service in this category.
  • Category Description: Briefly explain the purpose or scope of contacts/customers within this category.
Click “Create” to save the new customer category.
Note: The symbol ”*” indicates the mandatory field.

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Billing frequency

Navigation: Settings -> Modules -> Customer-Contact -> Billing Frequency
  1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Customer/Contact.” Select the “Billing Frequency.”
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  1. Click + New Billing Frequency.
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  1. Enter the billing frequency, choose the frequency type, and the billing frequency period (in days).
Click “ Create ” to create the billing frequency. Co11 Pn

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Customers-contacts custom fields

Navigation: Settings -> Modules -> Customer-Contact -> Customer-Contact Custom Fields
  1. Select the “Settings” module from the left panel. Under the “Modules,” choose the ” Customer-Contact.” Select the “Customer-Contact Custom Fields.”
Co4 Pn Drag and drop the fields from the right panel. Text
  • Single-Line Input: This allows you to create a field to enter a single line of free text.
  • Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
Date
  • Date Input: This allows you to create a field to select a specific date from a calendar.
  • Time Input: This allows you to create a field where you can select a specific time.
  • Date Time Input: This allows you to create a field where both date and time can be selected.
Selection
  • Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
  • Multi-Selection: This allows you to create check boxes where the provided options can be checked.
  • Drop-Down: This allows you to create a drop-down field with the required list of options.
Media
  • Upload: This allows you to create a file input field to upload files.
Misc
  • Look up : This allows you to create a file input field to look up the products from the parts and services module.
Note: You can also control the behavior and visibility of each field using the following options:
  • Mark as Required Field - Makes the field mandatory to fill out before submitting the form.
  • Mark as Read Only—This option makes the field non-editable; users can view the value but cannot modify it.
  • Mark as hidden field- This hides the field from all users; it will not appear in the form interface.
  • Hide to FE/Technician- This option makes the field invisible to technicians or front-end users during form access.
Click “Create New” to create the “Custom Field” group. Following the outlined steps, you can easily organize customer categories, ensuring clarity and coherence in the customer module.

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Customer / contact reminder

Navigation: Settings -> Modules -> Customer-Contact -> Customer-Contact Custom Notifications
  1. Select the “Settings” module from the left panel. Under the “Modules,” click “Customer/Contact Notifications.”
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  1. Click “+ New Reminder.”
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  1. Fill in the reminder details
  • Reminder Name: Enter a name for the reminder.
  • Job Category: Select the job category.
  • Notification Type: Choose the type of notification.
  • Remind Type: Select the reminder type.
  • Remind At / Before: Set a specific time for the reminder.
  • SMS / Email Body: Enter the message content. Use the Available Components dropdown to insert dynamic fields, such as customer fields or job details (e.g., “The scheduled job starts at…”).
  • Notify for Unassigned Jobs: Check this box to receive a reminder to apply.
Configjcu3  Click “Save Reminder” to save the reminder.

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Customer / contact alerts

  1. Select the “Settings” module from the left panel. Under the “Modules,” click “Customer/Contact Notifications.”
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  1. Click “+ New Notification.”
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  1. Enter/Select the details:
    • Notification Name: Enter a descriptive name for the alert.
    • Notification Type: Select the type of notification. Choose the type of notification.
    • Job Category: Select the relevant job category.
    • Job Status: Choose the status that will trigger the notification.
    • SMS /Email Body: Enter the message to be sent. You can use dynamic components to personalize the message.
    • Use the Available Components dropdown to insert dynamic fields, such as customer fields or job details.
Click “Save Notification” to set the notification. Configjcu6 Click “Save Reminder” to save the alert.