Contracts ManagementManage the customer Contracts Process directly in Home Watch IT.
Articles
Setting Up Clients with Multiple PropertiesYou may run into a situation where you have a client with multiple properties, or have a corporate entity that owns multiple properties. These are easily s
Property StatisticsProperty Statistics allows you to track various traits about the properties that you manage and can use those for planning purposes. Initially, the informa
Emailing CustomersYou can easily email one or more customers at the same time using the Email Customers button on the bottom of the Customer List screen.
C-01 Customer MaintenanceWe're going to start off with one of the most regular activities you're going to do in the system, and that's working on customers. So when you work on cus
Terminating and Removing Clients / CustomersIt is a normal part of business to lose a customer, whether they move, sell, move into, etc. their property. Terminating them and removing them from your s
Adding Credit Card SurchargesYou can have the system automatically add a credit card surcharge or “convenience fee” to your invoices when they are created. In order to use the feature
02/06/24 - Webinar - Contracts and Customer InfoAll right. So good afternoon, everyone. I appreciate you joining. Tonight, this afternoon, we're going to talk a little bit about the preferences screen an
Adding Attributes to a Property in HWIT/MethodYou can add an unlimited number of custom attributes to a Property, and use those for information and filtering capabilities in the future. They can also b
Using Customer Type to Filter CustomersLarger companies, or companies with multiple business lines, may desire to show only certain customers within the HWIT Business Management applications. Fo
2/7/23 - Webinar - Using Service DatesAll right, I wanted to say good afternoon to everyone that's had a chance to join. Appreciate that. I think we've got a relatively short presentation today
10/6/21 - Webinar - Managing Price UpdatesWe'll get started here. Thanks for joining. Tonight we've got a little bit of an interesting presentation here on managing price updates. And I know that a
Price Levels by CustomerYou can set up different prices by customer (Customer Group) that will appear when the customer enters information into the Customer Portal – specifically
Allowing Customers to access the Customer PortalBy default, the primary contact for any customer is given access to the customer portal automatically. If you want for other Contacts (such as spouse, part
Grid Lists - Flexible and Powerful!Throughout our Home Watch Application for Method, we use Grid Lists to display information as well as give you a large amount of power and flexibility to l
Working with Service Dates for All CustomersYou have the ability to add, modify and work with Service Dates on the Customer Screen as well as the Route Technician screen. Work Orders can also automat
Set up Customer App AccessThe Customer App (Home Watch IT Access) allows your customers to access their account, update contacts, see reports and schedules, view and update in resid
