Customers

3 guides in this category

Adding and Managing Customers

Learn how to create new customer records, edit customer information, and manage your customer database in RefriTrak.

customersgetting-startedbasics

Customer Search and Filtering

Learn how to quickly find customers using search, filters, and sorting to efficiently manage your customer database.

customerssearchfiltering

Managing Locations

Learn how to add and manage multiple service locations for your customers, including addresses and location-specific details.

customerslocationsbasics
Customer Management for HVAC Businesses - RefriTrak