Customer Activity Tab

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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. CustomerActivitiesTab.jpg
Service

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

  • 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.

ByStatus.jpg

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. REcurringOrderTab.jpg


Invoices

  1. Access all invoices for the customer.
  2. Click on the column headers to sort by column.
  3. Select Open, Closed or All to change the invoices displayed based on the status selected.
  4. Select an invoice and click Quick View to open the invoice in a new window. This allows you to stay in the Customer module.
  5. Select an invoice and click Edit to jump to the invoice in the Invoicing module.
  6. 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.

  1. Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module.
  2. Click on the column headers to sort orders.
  3. Double click on the payment to jump to the payment in the Payment module.
  4. Drag and drop the column headers to change the column order.
  5. Select Payment, Credit or All to change the payments displayed based on the status selected.
  6. 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

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

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

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) DepositApply.jpg

Prepaid Hours

Enter any hours here pre-paid by your customer

  1. Date and Taken By will be auto-populated. Change as necessary.
  2. Quantity – hours of labor pre-paid for
  3. Rate- hourly rate
  4. 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. PrepaidHours.jpg

Prepaid Services

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

  1. Date and Taken By will be auto-populated. Change as necessary.
  2. Quantity – hours of service
  3. Rate- hourly rate
  4. 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.
PrepaidItems.jpg

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.