Contacts
Learn how to add, edit, and organize customer information. Understand customer statuses, link contacts to jobs or invoices, and maintain a clean database for smooth communication and reporting.
By Robert1 author8 articles
- Understanding ContactsLearn how Notifi organizes and manages your customer information. This article explains how to view, edit, and manage contact details, link jobs and estimates, and keep all communication history in…
- Understanding Customer StatusesUnderstand how customer statuses help you track where each contact stands in your sales pipeline. This article covers how to customize statuses like Potential, Active, or Not Interested—and how to…
- Adding Multiple ContactsLearn how to add multiple contacts under one customer in Notifi. Add, edit, and manage sub contacts to message, call, or set them as primary for estimates, jobs, and invoices.
- Multiple properties
- Using Tags, Custom Fields, and Notes at the Contact LevelLearn how to add and manage tags, custom fields, and notes for any contact in Notifi. These tools help you organize customer information, track unique data, and attach files directly…
- Setting a Different Billing Contact (Bill To Functionality)Use the Bill To feature in Notifi to send estimates or invoices to a different contact than the one receiving the service. Perfect for situations involving landlords, property managers, or…
- Requesting, Adding, and Charging Credit Cards on FileManage customer payments in Notifi by securely requesting, adding, and charging cards on file. Store multiple cards per customer and collect payments automatically or manually when needed.
- Creating and Managing Service & Maintenance PlansSet up recurring service or maintenance plans for your customers in Notifi. Create flexible billing options, apply automatic discounts, and easily assign plans to customers for consistent, automated scheduling and…