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Inspections
Scheduling
Service
Invoicing

Customer & Equipment Management

Manage customers, buildings, equipment, and job accounts

Quick Actions

Form Templates Customer Portal

Customers

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Quick Add Equipment

1. Customer

2. Building

3. Equipment

Select Customer

Back to Customers

Select Building

Add New Building

Building Name *

Address *

City *

State

ZIP

Back to Buildings

Add Equipment

0 equipment added

Equipment Type *

Location

Serial Number

Manufacturer

Model

"Add & Continue" lets you add another piece of equipment

Quick Add Building

1. Customer

2. Building

Select Customer

Back to Customers

Building Details

Building Name *

Address *

City *

State

ZIP Code

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