Whether you are a new user or an experienced user, this FAQ will provide you with answers to common questions about customer list management. If you can't find the answer you are looking for, email us at [email protected] or give us a call at 319-201-3020 ext. 2.
How does this feature benefit QuickBooks® users?
Users can now import their QuickBooks® customer list into AcreConnect™. Any customer that is imported can be searched, selected and used with work orders. This reduces the amount of double entry for operators.
How does this feature benefit non-QuickBooks® users?
Users can now create a list of customers that can be searched, selected and used in work orders. For repeat jobs and customers, this reduces the amount of entry needed. The customer management list could also act like a basic customer relationship management (CRM) tool, helping you keep track of all your customer information in one place.
Why is this feature important for non-QuickBooks® users?
Once a customer list is created, the operator can use them in work orders.
Why is this feature important for QuickBooks® users?
The customer list allows for syncing users QuickBooks® customers for use in AcreConnect™. This reduces the need for managing multiple customer lists between billing and operational software systems.
Can Rantizo employees access my customer information?
No, they cannot.
What’s coming next?
In the future this feature will allow for users to find all activities they connected to a customer.
What role does this feature play in the overall system?
The managed customer list allows a user to easily add a saved customer to a work order. In the future it’s where users will be able to access all activities connected to that customer.
How do I access the customer list?
The customer list can be accessed through the menu by selecting the person icon in the top right and selecting the “Customers” sub-menu. This will display a list of your customers and their associated locations on the map.
How do I edit a customer’s information?
Select the customer from the list. Then select the “edit” text within the Customer information box. Only manually created customers can be edited. Any customer synced from QuickBooks® cannot be edited in AcreConnect™.
Can I delete a customer?
Customers can be created if:
They are not connected to a work order or invoice.
They are not synced contacts from QuickBooks®. Any customer changes to QuickBooks® customers must be completed within QuickBooks®.
Can I export the customer list?
Customer lists cannot be exported.
Can I import a customer list?
QuickBooks® customer lists can be synced with AcreConnect™. This is done through the QuickBooks® connection in the connection center. CSV import is not supported.
Do I have to have a QuickBooks® account to benefit from this feature?
No. This feature works without a QuickBooks® account allowing you to manually enter your customer information.
Will my customer list always be up to date in AcreConnect™?
We recommend re-syncing your customer list in AcreConnect™ anytime you add or change customer information in QuickBooks®. This will keep your list up to date in AcreConnect™.
Will changes to a user in AcreConnect sync back to QuickBooks?
No. This integration is one way. We recommend making any customer changes in QuickBooks® and then re-synching your AcreConnect™ account. Any change made in AcreConnect™ will not be made in QuickBooks®.
Can I access the QuickBooks® integration with my free account?
No, the integration is only for paid AcreConnect™ accounts.
Can I access the customer list with my free account?
Yes, you can add customers within your free account, but you will not be able to use them with any paid features.