The Main Street platform makes it incredibly simple for a business to manage its customers.
- This is the core screen for owners to find any customers in any status they have associated with their company.
- also, we can filter by several stages like Job Booked, Job Completed, etc.
- in order to add a new customer for the specific company, we have the button Add Customer.
- on the customer details page, we have all the information
- All Details: All personal details about the customer.
- Estimates + Jobs: Get all the details about which job or estimate associated with this customer.
- Payments: Get all details about Payment details which are associated with this customer.
- Activity: In this section, you will get all activity which is done by this customer.