Video Instructions To add your customers to Owlytica: From the main menu navigate to Companies > Companies. Then select Add...
Add the users who work for your customers, they will access the customer portal. Video Instructions To quickly add a...
Contacts are customers who can be added to quotes or contracts. Video Instructions To add contacts for a company: Open...
A location indicates the physical site where an individual asset resides. To add a location to a company: Access the...
