Customer and location recordsTopics CoveredGet startedManage customer and location records What you can do from customer and location recordsProperty dataSee allGet startedManage customer and service location recordsWhat’s new in customer and location records?Use search in ServiceTitanManage customer and location records Add a new customerAdd a new service locationMerge and unmerge duplicate customer and location recordsTax Exempt Status on the customer recordChange the customer on an existing location recordManage customer relocationUse property dataManage property management customersWhat you can do from customer and location recordsAdd equipment without invoicing the customerSell memberships from the officeManage stored customer payment methodsEdit customer membershipsSend customer statementsMark a customer as Do Not ServiceProperty dataUse property data
