In this training, you will learn to build a customer list report. We will start in the Reports tab. Let’s get to this customer report by choosing the “Customer List” category. Like all report categories within ServiceCEO, you will instantly…

In this tutorial, you will learn to create custom views in the Customers tab of ServiceCEO.  Custom views are a great way to narrow down the list of customers you are looking at to only show those that fit the…

In this tutorial, you will learn how to navigate through a customer’s information, create new customers, and add additional contacts and locations. Customers Tab On the customers tab, you will see a list of customers depending on the view that…