customers

Team Management Systems, Inc.

A C O W I N T U T O R I A L S

Customers and Sites

Adding New Customers

This tutorial shows you how to add a new Customer and their first work Site. All of the essential billing and work Site information is discussed.

(approximately 3 minutes long)

Changing the Owner of a Site

This presentation will show you how to move a Site to a different Customer, using the Change Owner button.

(1 minute, 39 seconds)

Adding a New Site For An Existing Customer

This tutorial demonstrates how to add a new working location for a Customer who already exists in your system.

(2 minutes)

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