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Customer Guides

Customer Guides

Whether you’re just getting started with your first customer entry or looking to refine an existing database, these guides will help you maximize Ascora’s capabilities and keep your customer...

32 articles

👷‍♀️ Clients

👨 Adding Customer Type and Customer Contact Role

👨 Creating a New Customer

ℹ How to Import Customers from Accounting Package

📲 How to Create Customer Contacts

✉ Adding Lead Sources and Accessing Lead Source Analysis

📩 Clients with More than One Email Address

🏨 How to Create Multiple Sites for a Customer

🔎 How to Search for an Existing Customer

📄 How to Link a Third-Party Billing Customer to a Site Customer

Customer Portal

Customer Portal

👨‍🏫 Customer Portal

🖥 How to Create a Customer Portal

🖥 How to Access the Customer Portal

Importing and Exporting Customer Data

Importing and Exporting Customer Data

ℹ How to Import and Export Customer Data

ℹ How to Import Customers from Accounting Package

Customer Communication & Notification

🚚 On Approach Notification - On The Way

💬 Booking Confirmation (Manual)

💬 Booking Notification (Auto)

📲 How to Create SMS Templates

📧 How to Create Email Templates

📲 How SMS Works

🔍 Creating Follow Ups for Outstanding Quotes

🔍 Creating Follow Ups for Completed Jobs

🔍 Creating Follow Ups for Overdue Invoices

⤴️ Follow Ups History

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