Customer

New customer

Marketing preferences are stored in the customer profile, not reconfirmed at each visit. Unsubscribed customers must not receive promotions. Email campaigns remain disabled.

Checking invoice email connection…

Visit & payment

All new invoices remain Draft until manually reviewed. Up to four treatments per invoice.

Mileage

Save a Home address and a permanent Work address once. Destination automatically follows the customer address above. For multiple customer visits, record the complete route in the final invoice of the journey; do not also claim overlapping legs on earlier invoices.

Enter the complete route and verified miles to include mileage with this visit.

Reminder

Follow-up dates are saved for review. Automatic reminder sending is not enabled yet.