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FAQ
CertainPath Software Frequently Asked Questions
Questions About Customers
How Do I Merge Customers?
How Do I Search a Customer by Zip Code?
How Do I Move A Customer's Location?
Questions About Memberships
How Do I Add a Membership To A Customer?
How Do I know If the Customer Was Charged?
Can I See The History of A Membership?
Questions About Syncing Invoices
How do I Sync an Invoice?
Why am I Seeing This Error Code?
The Invoice is Syncing but The Payment Itself is Not, How do I Fix This?
How do I Locate an Invoice That Has Been Synced?
Questions About Jobs
Why Can’t I Review the Labor on the Job or Invoice?
How do I Move a Job to Another Customer?
Questions About Users
How Do I Add a New User?
What Role Should A User Be Assigned?
What Does Each Notification Do?
Questions About Settings
How Do I Prevent Technicians From Viewing Customer Phone Numbers?
Why Are the Technicians Not Showing up Under the Scoreboard Report?
