Remember the important details
Use customer Notes and Gallery folders for the information staff need on the next visit.
For example Find the equipment model before the service call.
PICK UP WHERE YOU LEFT OFF
Client management with the details close.
Use KadePay client management tools to keep customer records, private staff notes, selected files, form responses and bills connected before the next visit or job.
Pay-As-You-Go starts at $0 per month. Usage and payment fees apply.
Share selected files
Choose private, read-only or read/write access for customer Gallery folders.
For example Let the signed-in client upload a reference image to a shared folder.
Give customers their own place
A branded customer portal brings their permitted bills, appointments, forms and files together.
For example The customer returns to their business shortcut to find the next request.
See how the tools work together
CLEAR ANSWERS
A few things
worth knowing.
Can customers see private staff notes?
No. Customer Gallery access is limited to folders shared with them; staff notes remain private.
Do form attachments automatically move into Gallery?
Form responses and Gallery are separate. Do not assume files are copied between them.
YOUR WORK COMES FIRST