👨 Customer Guides
📩 Clients with More than One Email Address
Problem If I have 2 different email address attached to one costumer, when it comes to invoicing that client will both email addresses recei...
👨 Customer Guides
Managing customers effectively is vital for any business—strong, organized customer relationships often translate into better service, highe...
🖥 How to Access the Customer Portal
The Ascora Customer Portal is a secure online gateway that allows your customers or clients to view and manage their own Jobs , Quotes , and...
🌏 How to auto populate address search details based on location
If you are using Ascora outside Australia, you can configure it to auto populate address details when searching for addresses based on locat...
➿ How to Combine or Merge Customers
Merging customers is sometimes necessary to clean up duplicate records or consolidate data under a single customer entry. In Ascora, you can...
🖥 How to Create a Customer Portal
The Ascora Customer Portal provides a convenient self-service platform for your customers to create, view, and manage their Jobs and Quotes...
📲 How to Create Customer Contacts
Keeping track of individual contacts within an organization helps ensure that you always reach the right person at the right time. In Ascora...
🏨 How to Create Multiple Sites for a Customer
If your customer operates across multiple locations—such as different branches, warehouses, or project sites—you can easily manage all these...
ℹ How to Import and Export Customer Data
Choose the Customers Icon in the Top Menu to display the Customer List and click the Import/Export button to display the available Customer...
ℹ How to Import Customers from Accounting Package
Connecting Ascora to your preferred accounting software—such as Xero, MYOB, or another platform—streamlines your workflow by keeping financi...
📄 How to Link a Third-Party Billing Customer to a Site Customer
Sometimes the party responsible for paying the invoices is different from the site or property where the work is carried out. In Ascora, you...
🔎 How to Search for an Existing Customer
Keeping track of your customers efficiently is essential for smooth operations. Ascora’s Customer List provides multiple ways to locate, vie...
✉ Adding Lead Sources and Accessing Lead Source Analysis
Tracking where your customers come from is crucial for evaluating the effectiveness of your marketing and outreach strategies. In Ascora, yo...