Update customer job profiles swiftly through the 'Customer and Jobs' page on Cigo Tracker. Our guide directs you to edit details within upcoming jobs to ensure accurate and current information for service excellence.
6 articles
Customer Job Profile: Editing Upcoming AssignmentsNavigate 'Customer and Jobs,' pick 'Upcoming Jobs,' click customer, edit on the job page, and save.
How can I manually add a new job?On 'Customer and Jobs,' click 'Upcoming Jobs,' then '+ Add a Job,' fill in details, and 'Save.'
What distinguishes the two search bars in the Customer & Jobs page?Global Search: Covers all of Customer & Jobs; Section-Specific: For each section like Upcoming Jobs, providing focused results.
How can I access recent reviews?Go to 'Customers and Jobs,' then 'Recent Reviews' to see customer feedback.
How do I view statistics for my most recent jobs?Visit "Customers & Jobs," then "Recent Jobs" to see stats for your latest tasks.
How do I merge customers in Cigo Tracker to create a single profile?Merge client profiles efficiently: Select, designate a primary, click to merge. Simplify customer data management in one swift action.