Module 2: Advanced Training

This lesson will teach you how to manage customer accounts with multiple locations. This is great for commercial accounts or property management companies. 

In this lesson, we’ll teach you some best practices for when a customer pays for their service in advance. For example, if a customer pays for their entire year of service upfront. 

This is a question we hear quite often, so we’ve got you covered. We’ll discuss how to bill a customer on a different frequency than their job. For example, how to set up a recurring monthly service that is billed quarterly.