WEX FSM Software Feature | Customer Account Management Video Course скачать в хорошем качестве

WEX FSM Software Feature | Customer Account Management Video Course

Learn more about WEX FSM’s Customer Account Management features. WEX FSM’s Customer Account Management features provide a complete view of every customer in one place. You can track job history, contact information, service agreements, and past communications, making it easier to provide personalized service and follow up efficiently. By keeping all customer details organized and accessible, your team can respond faster, avoid mistakes, and build stronger, more professional relationships. TOPICS: Navigating the Customer Page Managing Locations Customer Quick Actions Settings + Documents Read the full article: https://help.payzerware.com/en/articl... For any questions, please contact FSM Customer Support. TIMESTAMPS: 0:00 Intro 0:05 Add a Customer 0:31 Customer Page Overview 0:55 Contacts and Locations 1:52 How to add a Location 2:44 Quick Actions 3:44 How to create a New Job 4:17 Customer Settings & Preferences #customermanagement, #wexfsm, #fieldservice, #fsmsoftware, #softwarefieldservice, #fsmsoftwarefeature