Editing SMO Customer
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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== | |
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 | ||
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*Status | *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. | 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. | To add a work order or job for a customer or job site. | ||
− | + | ==Add Note== | |
To add a note for a customer. | To add a note for a customer. | ||
− | + | ==Add Contact== | |
To add a contact for the customer or job site | To add a contact for the customer or job site | ||
− | + | ==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== | |
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. | Unlimited notes can be recorded for the customer. | ||
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Steps: | Steps: | ||
# Select the Note Type: | # Select the Note Type: | ||
− | ##Site Notes are to track specific information about the site such as how the techs access. | + | ## 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 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. | + | ## 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. | + | ## Private: These notes are only for members of your company and not for customers. |
− | ##System Notes: System generated notes. | + | ## System Notes: System generated notes. |
# Enter the Note text | # Enter the Note text | ||
# Select Add Note | # 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: | Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are: | ||
*Name | *Name | ||
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*Twitter | *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. |