Accounts

Learn how to manage your ServiceMonster account settings and preferences. This section explains how to keep your account information accurate and up to date.

• Accounts Home Page
• Account Overview
• Account Details Page
• How Do I Make A New Account?
• Updating An Address
• Change customer’s billing address
• Creating Billing Statements & Disclaimer
• Active Accounts
• Note Types in ServiceMonster
• Creating Activities
• Attaching Documents to an Activity
• Creating New Contracts
• Recurring Revenue (estimated monthly value)
• Merging: Accounts & Leads
• Duplicate Accounts
• Account Alerts
• SMS Communication Hub
• Marking an Account "Do Not Contact"
• Payment Terms
• Account Tags