Add Customer Information
Select Customer: Search for an existing customer or click + Create Customer to add a new profile.
Details: Fill in contact details and address, and toggle notification preferences.
Multiple Customers: You can add multiple customers to a single quote. Use the Paid By toggle to assign billing responsibility and check the send box to notify multiple recipients.
View Profile: Use the View Profile link to see existing customer information.
Define Service Location
Select Property: Choose from the customer's existing locations or click + Create Property to add a new site.
Map Preview: Once a location is selected, a Google Map preview will appear to confirm the address.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.