Client Connect is used to link your Clients to your Pest Register account. This is then used to digitally send your clients their invoices, reports and more. Please follow theses instructions to link a Client. This also includes client side instructions which they will need to perform.
To begin, create a new client or open a clients profile and edit it to include the Client Connect signup tick box.
Once you have created your signup link the client will need to continue with the following steps:
Firstly they must click the link in the email provided.
Then login or in most cases create an account
Selecting a residential signup is required however you can also link this to other pest control businesses should you need to.
Once their account has been created they can link their account
If everything is linked correctly they then click the Lets Go button.
Along with this they will receive a confirmation email to verify their account. Its a useful reminder to provide.
Email verification only takes the click of a button from the email provided.
Now that they have connected, any files associated with your client can be shared with them. As you can see there is an invoice waiting to be payed.
Clicking the item will allow them to action it.