Client file, onboarding, and recurring visit schedule after a sale.
After a sale closes, companies with queued products or services on the company record appear under Needs action. Open the client Overview for contacts and live services. Confirm products, add sites when visits are included, and use Checklist to track hand-off. Schedule shows recurring visit due dates — adjust dates here; field jobs are created automatically when a visit is due. CRM stays commercial — this app is your service desk.