Each of your customers will have an account created for them within RoundPro this allows you to see details of the customer such as billing address, each of the sites you carry out work at, all the tasks which you carry out for that customer and their financial history with you.

This allows you to have a single area with RoundPro where you will go to find out information about one of your customers.

 

Above is a sample account details screen click for larger view

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