When you start a call, text, email, or GPS navigation from within WorkQuote, the app automatically adds that action to the customer’s activity log. To r...
You can add private notes from a customer’s Notes tab. These notes are visible only to you. 1. Open the customer view screen 2. Select Notes tab 3. Sele...
Warning: Removing data can not be undone! You can delete a customer in the customer edit screen. 1. Go to the customer view screen 2. Select the edit (p...
With WorkQuote Pro, you can add unlimited secondary locations under one customer profile. This is useful if you manage multiple properties for the same ...
WorkQuote automatically records customer activity in the customer’s Notes tab. This log brings together activity related to the customer, while the note...
When you create a customer, WorkQuote checks for existing records with similar or conflicting information. If it finds a possible match, you will be pro...