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Customers and properties
Add customers, their addresses and what you do there.
Every customer has at least one property. Add the address from the search so the property has a map pin; the round planner and the optimiser need it.
A service plan says what you do at a property, the price and how often. Visits are made from plans for the weeks ahead.
Tags are your own labels, like "Rear access". Use them to filter lists and choose who gets a message.
Still stuck? Send us a message.