Customers
Manage customer details, view customers on a map and turn leads from your website into customers.
Managing customers
- Adding and managing a customer Create customers, keep their details up to date and grant customer portal access when needed — all from Customers.
- Seeing which customers are due for a visit Filter and sort your customer list to see who hasn't been visited in a long time — for instance everyone in Venlo withou…
- Viewing customers on the map Besides the list, you can also view all your customers on a map — handy for seeing which visits are close together.
Lead inbox
- Linking your website to the lead inbox Have leads from your own WordPress contact form arrive automatically in 4planning's lead inbox.
- Following up a request and converting it into a customer Follow up a request from first contact to job: turn it into a customer, schedule a site visit and send a quote. The stat…
- Scheduling a site visit Schedule a visit to the customer from a request, record photos and notes on site, and carry them through to the quote an…
