CustomerBase

What is CustomerBase?

CustomerBase offers a comprehensive suite of features designed to help small businesses manage their operations efficiently. From managing jobs and invoices to streamlining payments and communications, CustomerBase truly has it all. The best part? You can access all these capabilities right from your mobile device, making it a truly 'mobile ready' solution.

With CustomerBase, keeping track of job statuses and communicating with customers has never been easier. The platform allows you to supervise workflows on the go and consolidate all customer interactions in one convenient place. CustomerBase also boasts a fast checkout process that enables you to collect payment details quickly and efficiently, ensuring you get paid faster.

One of the standout features of CustomerBase is its JobPay functionality, which can help businesses save both time and money when processing payments. From next day funding to invoice payment reminders and QuickBooks integration, JobPay offers a range of tools to streamline your payment processes. Additionally, CustomerBase provides top-notch support to all users, ensuring that you have the assistance you need to succeed.

How to Use CustomerBase?

Step 1: Getting Started with CustomerBase

• Visit the CustomerBase website at https://customerbase.com.
• Click on the 'GET DEMO' button located at the top right corner.
• Enter your industry, number of employees, specialization, and personal details as prompted.
• Click 'GET DEMO' to initiate your demo request.

Step 2: Logging In to CustomerBase

• Go to the CustomerBase homepage.
• Click on the 'LOG IN' button at the top right corner.
• Enter your registered email and password.
• Click 'LOG IN' to access your dashboard.

Step 3: Managing Jobs in CustomerBase

• Navigate to the 'Jobs' section in the CustomerBase dashboard.
• Click on 'New Job' to create a new job entry.
• Fill out the job details including customer information, job description, and status.
• Click 'Save' to store the new job entry.

Step 4: Processing Payments with CustomerBase

• Navigate to the 'Payments' section in CustomerBase.
• Click on 'New Payment' to record a new payment.
• Enter payment details such as amount, payment method, and associated job.
• Click 'Submit' to process the payment.

Step 5: Creating Invoices with CustomerBase

• Navigate to the 'Invoices' section in the CustomerBase dashboard.
• Click on 'New Invoice' to create a new invoice.
• Fill in the invoice details including itemized charges, customer information, and due date.
• Click 'Save' to generate and store the invoice.

Step 6: Setting Appointments in CustomerBase

• Navigate to the 'Appointments' section in CustomerBase.
• Click on 'New Appointment' to schedule an appointment.
• Enter the appointment details including date, time, and customer information.
• Click 'Save' to create the appointment.

Step 7: Using the Mobile App

• Download the CustomerBase Mobile App from the App Store or Google Play.
• Open the app and log in with your CustomerBase credentials.
• Access features such as jobs, invoices, payments, and more directly from the app.
• Use the app to manage your business operations on the go.

Step 8: Exploring Customer Support

• Navigate to the 'Support' section in CustomerBase.
• Browse through the Help Documentation and FAQs for self-service assistance.
• Use the live chat feature to connect with a support representative.
• Call or send an email to CustomerBase support for further help.

CustomerBase Features

Jobs Management

Jobs Management on CustomerBase allows users to supervise workflow, set status 'on the go,' and have all customer interactions in one place.

Function Detail

• With Jobs Management, users can easily track the progress of each job, assign tasks to team members, and update job statuses in real-time.
• Users can access job details, communicate with customers, and make necessary changes to the job right from their mobile device.
• The feature streamlines the job process by providing a centralized hub for all job-related activities, ensuring efficient workflow management.

Fast Checkout

Fast Checkout feature on CustomerBase enables users to convert more customers by providing a seamless and quick payment process.

Function Detail

• Users can collect all checkout details on a single page, prefill customer addresses, and offer multiple payment options to customers for a hassle-free checkout experience.
• The feature simplifies the payment process, reduces cart abandonment rates, and improves overall conversion rates for businesses.
• Fast Checkout streamlines the payment process, making it easier for customers to complete transactions quickly.

JobPay

JobPay on CustomerBase helps businesses save time and money by streamlining credit card and eCheck/ACH payment processing.

Function Detail

• JobPay offers features like next day funding, short URL payment links, invoice payment reminders, and QuickBooks integration to simplify payment processes for businesses.
• Users can set up automated recurring payments, manage service and material taxes, and design invoices seamlessly with JobPay.
• The feature enhances payment efficiency, reduces processing costs, and accelerates cash flow for businesses.

CustomerBase Frequently Asked Questions