Contacts
Manage your customers and their sites as well as contractors and suppliers within your Workever account
10 articles
- How to add a new customer (commercial or domestic)
- Importing your contact records using Excel ( .XLS template )
- Managing External Contractors
- Viewing customer billing records
- Adding files and notes to a customer
- How to create contact categories
- How to add a contractor or supplier
- How to add, edit and delete a new contact