video1.0<iframe src="https://www.loom.com/embed/9f76a44c260443c7b4fc06f3c9c4c097" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9f76a44c260443c7b4fc06f3c9c4c097-00001.gif295.38In this video, I explain the different sections of our customer management system. I walk you through the contact section, where you can add tasks and notes for each customer. Then, I show you how to use the scheduling section to book inspections. Finally, I discuss the inspection stage and the workflows for quote follow-ups. Watch this video to learn how to effectively use our customer management system.