Difference between revisions of "SMO Customer"
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| + | Back to [[SMO]] main page | ||
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| + | [[File:SMOCustomersPrintscreen.jpg|frame|right|Customers List]] | ||
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=Customers and Job Sites= | =Customers and Job Sites= | ||
SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations. | SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations. | ||
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=Actions= | =Actions= | ||
| − | ==Add Customer== | + | ===Add Customer=== |
Adds a customer to the customer list, with the options to supply the following information: | Adds a customer to the customer list, with the options to supply the following information: | ||
*Type of customer | *Type of customer | ||
| Line 35: | Line 39: | ||
*Status | *Status | ||
| − | ==Add Job Site== | + | ===Add Job Site=== |
Enables the user to add multiple job sites listed under a single parent company. For example, a fire safety inspection company that inspects several different buildings can create a job site for each building they maintain. | Enables the user to add multiple job sites listed under a single parent company. For example, a fire safety inspection company that inspects several different buildings can create a job site for each building they maintain. | ||
| − | ==Add Job== | + | ===Add Job=== |
To add a work order or job for a customer or job site. | To add a work order or job for a customer or job site. | ||
| − | ==Add Note== | + | ===Add Note=== |
To add a note for a customer. | To add a note for a customer. | ||
| − | ==Add Contact== | + | ===Add Contact=== |
To add a contact for the customer or job site | To add a contact for the customer or job site | ||
| − | ==Add Document== | + | ===Add Document=== |
To upload a document for the customer. | To upload a document for the customer. | ||
=Customer Information= | =Customer Information= | ||
The following details can be viewed for the customer: | The following details can be viewed for the customer: | ||
| − | ==Jobs== | + | ===Jobs=== |
Shows a history of all jobs for that customer | Shows a history of all jobs for that customer | ||
| − | == | + | ===SMO Notes=== |
| − | + | Unlimited notes can be recorded for the customer. | |
| − | == | + | |
| − | Each customer can have unlimited contact records. | + | Notes are automatically recorded with who took the note and the date and time of the note. |
| − | == | + | Steps: |
| + | # Select the Note Type: | ||
| + | ##Site Notes are to track specific information about the site such as how the techs access. | ||
| + | ##Service Request: For recording service request notes, usually for jobs. | ||
| + | ##Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes. | ||
| + | ##Private: These notes are only for members of your company and not for customers. | ||
| + | ##System Notes: System generated notes. | ||
| + | # Enter the Note text | ||
| + | # Select Add Note | ||
| + | |||
| + | ===SMO Contacts=== | ||
| + | Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are: | ||
| + | *Name | ||
| + | *Role | ||
| + | *Email | ||
| + | *Phone | ||
| + | *Twitter | ||
| + | |||
| + | ===SMO Documents=== | ||
Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files. | Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files. | ||
| − | == | + | |
| + | ===SMO Custom Fields=== | ||
Custom fields can be created to track unique information for your business. | Custom fields can be created to track unique information for your business. | ||
| − | == | + | |
| + | ===SMO Job Site=== | ||
Each customer may have unlimited Job Site locations. | Each customer may have unlimited Job Site locations. | ||
Latest revision as of 22:12, 26 November 2013
Back to SMO main page
Customers and Job Sites
SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations.
List Customers
To list your customers, select Customers link at the top. Select a customer by clicking the name or click the Edit button on the right Add a job by clicking the add job icon on the right. Search any part of the customer name, type, contact or email in the search box.
Edit Customer
To Edit a customer click the customer record and change any information, then select save.
New Customer
To create a new customer select Actions>New Customer
Actions
Add Customer
Adds a customer to the customer list, with the options to supply the following information:
- Type of customer
- prospect
- customer
- job site
- Company
- Address
- Account number
- Phone Number
- Website
- Type of business
- government, residential, etc as customized
- Terms of the client
- Net 10, 20, 30, etc.
- Status
Add Job Site
Enables the user to add multiple job sites listed under a single parent company. For example, a fire safety inspection company that inspects several different buildings can create a job site for each building they maintain.
Add Job
To add a work order or job for a customer or job site.
Add Note
To add a note for a customer.
Add Contact
To add a contact for the customer or job site
Add Document
To upload a document for the customer.
Customer Information
The following details can be viewed for the customer:
Jobs
Shows a history of all jobs for that customer
SMO Notes
Unlimited notes can be recorded for the customer.
Notes are automatically recorded with who took the note and the date and time of the note. Steps:
- Select the Note Type:
- Site Notes are to track specific information about the site such as how the techs access.
- Service Request: For recording service request notes, usually for jobs.
- Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
- Private: These notes are only for members of your company and not for customers.
- System Notes: System generated notes.
- Enter the Note text
- Select Add Note
SMO Contacts
Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are:
- Name
- Role
- Phone
SMO Documents
Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files.
SMO Custom Fields
Custom fields can be created to track unique information for your business.
SMO Job Site
Each customer may have unlimited Job Site locations.