Customers

There are a couple ways to create a new customer.

Select New > Customer.
The Customer module will open with an empty customer record.
Fill out the record and click Save

Another way to create a new customer:

Select the Customer module.
Click New.

Details and Settings Tab

On this tab, you can track the site, billing and mailing address using the tabs along the left. All of these addresses can be the same or they could all be different.

If the site, billing and mailing information is the same:

Fill out the Site tab with the company and address information.
Select the Billing tab.
Click Set From Site (circled in image below).
The address from the Site tab will populate the Billing tab.
Select the Mailing tab.
Click Set From Site.
The address from the Site tab will populate the Mailing tab.

In some cases you may have one customer you are working with and you have multiple job sites for them. You can create a parent child relationship. If you do this, you could look up the parent company and find all of the related “child” companies.

To create a parent – child company structure:

First, create a company record for the “parent” company. Usually the information on the Site and Billing tab for the parent is going to be the same. When that is created, you can then create the "child".

Create a company record for the “child” company.
On the Site tab, enter the job site information.
In the “child” record, select the Billing tab.
Click Select Billing Company.
In the window that displays, select the billing or “parent” company.
Click Save in the "child" company record.
Notice the Full Name for the “child” company.

To see all “child’ companies for the “parent” company

Select the “parent” company.
Select the Associated Companies tab.
All related “child” companies will be listed.

To add a contact to a company record

Click your cursor in the Contact field.
Type the contact name.
Tab to the next field and the Contact Editor will display. (image on the right)
Fill out the contact information.
Click OK.

Account # - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record.

Balance - Displays the amount due for all open invoices for the customer. This is a calculation and it is not an editable field.

Salesperson - Select from the salesperson in the Salesperson drop down. The names in this drop down are determined by your SME Administrator.

Division - The drop down can be customized by your SME Administrator. Once you collect this information for your customers, you can sort your customers by division.

Status - This is a text field to type a quick message that is visible here on the Details and Settings tab.

URL - Type the customers website address

Location - Warehouse location for customer equipment in your warehouse

Messages - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there.

Account Tab

On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of the tab, find the customer’s balance due.

Terms	Select the default billing terms for the customer. When creating an invoice, you can always change the terms.
Purchase Order Required	If checked, any service or install order created for the customer will require a PO# to be entered on the order.
Tax ID	Type in the customers Tax ID
Finance Charge	Enter the finance charge
Source	Enter the source of this customer
Printed Comments	If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)
Last Service	Date populated based on the latest Date Opened field on the companies work orders. The Date Opened field is auto-populated with the date you created the order, but it can be changed.
Customer Since	The date field is auto-populated with the date you created the company record. You can change the date as necessary.
Business Type	You can select the type of business. This drop down list can be customized by your SME Administrator.
Business Hours	As a reference, type the business hours.
Primary Technician	When you add labor to an order for this company, the primary technician will populate the Technician field on the Labor Editor. You can select another technician in the Labor Editor as needed.
Secondary Technician	Select a secondary technician. In an order for the customer, you can reference the secondary technician field.
Warn on Past Due	The following message will populate the message field on Details and Settings tab: “Account is past due”
Class	If you are syncing SME with QuickBooks, this drop down should match your Class list is QuickBooks.
Converted from Sales on	Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited.

Rates Tab

The rates tab is where you can set up special pricing for the customer and tax information.

Price Book	Select the price book for the customer here and all pricing on orders will be based on the rules set up in the price book.
Premium Hour	Enter an amount you want to charge the customer for every order. It will show in the Premium field on the Totals tab in the order.
Trip Charge	Enter the trip charge amount you want to populate every order for the customer. It will show in the Trip Charge field on the Totals tab in the order.
Tax Group/Code	Select the appropriate tax group for the customer. Your SME Administrator will set these up based on your needs.
Excise Tax Rate	Enter the excise tax rate. NOTE In order for this tax to be calculated on an order, your SME Administrator must check “Apply Excise Tax” in the Setup module > Company > Order .
Calculate Excise Tax	Check here for SME to calculate the Excise Tax on orders

Install Info Tab

This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.

Install Date	Installation date at customer site
Installer	Technician that did the install
Selling Price	Type the selling price.
Warranty Exp.	Set the date for warranty expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Warranty expired: x/x/20xx”
Maintenance Exp.	Set the date for maintenance expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Maintenance expired: x/x/20xx”
Minimum Prepaid Services	Set the minimum prepaid services required for this customer. SME will compare the amount here to the amount entered on Customer Activity tab > Prepaid Services. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx”
Minimum Prepaid Hours	Set the minimum prepaid hours required for this customer. SME will compare the amount here to the amount entered on Customer Activity tab > Prepaid Hours. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx”
System	Your SME Administrator may have customized this field. Choose the system associated with this customer.
Software	Type your customer’s software installed
LD Carrier	Long Distance Carrier
Maintenance Costs	Type the maintenance cost for the customer. This is not linked to a maintenance contract.

Customer Lists Tab

The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment.

§ Contacts – Add and edit company contacts

§ Equipment – Access equipment at the customer site (also use the Customer Equipment module for more functionality)

§ IP Addresses – Hide this tab if it isn’t relevant

§ Phone Lines – Hide this tab if it isn’t relevant

§ Systems – Add your customer’s systems. Hide this tab if it isn’t relevant.

§ Subcontractors – Associate a subcontractor using this tab. It is used as reference.

Contacts – Add new contacts

Select the Customer Lists tab.
On the Contacts tab, click New.
In the Contact Editor that opens, fill out the contact information.
Click OK.

Contact Pref – select their preferred contact method (list to be customized by your SME Administrator

Contact role – select the contacts role within their organization (list to be customized by your SME Administrator)

Web Access Password - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect.

Customer History Tab

In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not see all the tabs shown in the screenshot below.
Service

On the Service tab you can access all service order history for the selected customer.

Select an order and click Quick View to open the order in another window.
Double click on the order to jump to the order in the Service Order module.
Click on the column headers to sort orders.
Drag and drop the column headers to change the column order.
Right click on any order and select Export to Excel to open the data in Excel.
Select Open, Closed, Invoiced or All to change the orders displayed based on the status selected.

Install

The Install tab is similar to the Service tab. The only difference is it lists Install Orders for the company selected. See instructions for Service above.

Recurring Orders

View all recurring orders for the customer. Set up new recurring orders in the Recurring Orders module, or by clicking New on this tab.

Invoices

Access all invoices for the customer.
Click on the column headers to sort by column.
Select Open, Closed or All to change the invoices displayed based on the status selected.
Select an invoice and click Quick View to open the invoice in a new window. This allows you to stay in the Customer module.
Select an invoice and click Edit to jump to the invoice in the Invoicing module.
Right click on any invoice and select Export to Excel to open data in Excel.

*NOTE* This tab may be hidden from your view based on permissions.

This tab may be hidden from your view based on permissions.

Click New Itemized Invoice – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order.

Click New Combined Invoice – brings you to the Invoicing module with a new combined invoice open for the customer. Payments

On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator.

Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module.
Click on the column headers to sort orders.
Double click on the payment to jump to the payment in the Payment module.
Drag and drop the column headers to change the column order.
Select Payment, Credit or All to change the payments displayed based on the status selected.
Right click on any payment, select Export to Excel to open the data in Excel.

Proposals

In the Proposals tab, you can access proposal history for your customer.

Double click on the proposal to jump to the Proposal module.
Select the proposal and click Quick View to open the proposal in a new window. This keeps you in the Customer module.

contacts

Access all maintenance contacts for your customer here. Click New to create a new Maintenance Contract for the customer or select a contract on the tab and click Edit to edit an existing contract.

Recurring

Access all recurring invoices for your customer in this tab. Click New to create a new recurring invoice or click Edit to edit an existing contract.

Deposits

To record deposits customers made

Click New.
Select how they paid in the Pay Type section.
Fill out the Payment Amount and remaining fields.
Click OK.

The deposit is recorded for the customer. You can see the Deposit on Account on the Account tab.

The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below)

Prepaid Hours

Enter any hours here pre-paid by your customer

Date and Taken By will be auto-populated. Change as necessary.
Quantity – hours of labor pre-paid for
Rate- hourly rate
Total – this field calculates the total amount paid.

If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance.

Prepaid Services

You can add Prepaid Services and view all purchased or used prepaid services in this tab.

Date and Taken By will be auto-populated. Change as necessary.
Quantity – hours of service
Rate- hourly rate
Total – this field calculates the total amount paid.

Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the Service Item Editor.

Item Repair

If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed.

Associated Companies Tab

If you have parent/child relationships set-up between your companies, you can access this tab on the parent company to see all child companies. See the Details and Settings portion of this document to see how to set up parent-child relationship.

Notifications Tab

Set email or pop-up notification for your customer in this tab. Your SME Administrator will create the types of notifications that you can set for your customers.

Your administrator can select which modules these notifications are available for and what type of action taken prompts the notification (e.g. Adding, Editing, Deleting, or Closing the record in the customer module.)

1. On the Notifications tab, click New.

2. Select the Notification Type. If this drop down field is empty, your SME Administrator hasn’t set up any notifications for this module yet.

3. Check Send Email To and type the email address for the person that wants to be notified with activity for this customer.

4. Check Alert User to set a pop-up window to open when user and click Message. In the window that opens type the message you want your user to see.

**NOTE** if you don’t see the Notifications tab, then it was hidden from your view based on your user group permissions.