Improved customer search and bank transaction matching
Posted by getSoapy on 1st July 2024 in What's New . Last updated: 1st July 2024
We've made some improvements to searching for customers. Now, when you search for addresses like "4 Mitchell Street", you'll get better results.
These improvements also make it easier to match bank transactions to customers if they've used their address as a reference.
We've also made improvements to the interface when matching bank transactions to customers. If you haven't connected your bank account yet, you can do this by going to the Payments section in the More tab.
In association with A.E. Mackintosh
In association with
A.E. Mackintosh
With 25 years in exterior cleaning, Ashley is a recognised industry expert. His content has helped thousands of people start successful window cleaning businesses.
We've teamed up with Ashley to make getSoapy the perfect app for any local service business.
