The Customer Hub is your central CRM for managing all customer relationships. It consolidates account information, contacts, service locations, financial data, and communication history in one place.
Key Features
| Feature | Description |
|---------|-------------|
| Customer Accounts | Complete profiles with contact details and billing information |
| Multiple Contacts | Store multiple contacts per customer account |
| Service Locations | Track all sites where you provide services |
| Financial Overview | View invoices, payments, and outstanding balances |
| Portal Access | Enable customer self-service through the Customer Portal |
| Bulk Operations | Import customers and send portal invitations in bulk |
Accessing Customer Hub
Navigate to Customers in the main navigation to access the Customer Hub.