Passport365

How to add a new customer (commercial or domestic)

How to import, export and delete multiple contact records using the automatic upload .csv template

Uploading contact records using CSV template

Using Customer Records to View Billing Details

How to add files and notes to a customer record

Adding files and notes to a customer

How to add an external contractor or a supplier in Passport365

How to add a contractor or supplier

Defining contact categories to group customer, supplier and contractor contacts records.

How to create a contact category

Create, edit and delete contact records within the Passport365 app

How to add, edit and delete a new contact

Tim Rattley

Manage your customers and their sites as well as contractors and suppliers easily within your Passport365 account

Contacts

Manage all of your customers sites in one place

Customer sites

Site Records

Login to Passport365

Find answers and get help from Intercom Support and Community Experts

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