Customers
Property Header
This property, its customer, how to reach them, and the pipeline stage.
Where and How
Property Header
Customers › Properties › Property (top)
This property, its customer, how to reach them, and the pipeline stage.
What It Does
The green header shows the property name, tags, the customer (tap to open) and the address. Buttons: Call, Text, Email (the customer's), Directions to this property and Measure on map, each with a tooltip. Below them is the stage line and the Next step. Green dots are done, a hollow green ring is a skipped step and the blue dot is the current stage; on a phone the current stage is named under the dots.
What It Changes
Nothing changes until you tap something.
How to Use
- Tap Directions to drive there.
- Tap the customer pill to open the customer.
- Tap the Next step.
From the same help as the card in the app.