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 | ||
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*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. | |
| − | ==SMO Contacts== | + | |
| + | 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: | 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. | ||
Latest revision as of 22:12, 26 November 2013
Back to SMO main page
Customers and Job Sites[edit]
SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations.
List Customers[edit]
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[edit]
To Edit a customer click the customer record and change any information, then select save.
New Customer[edit]
To create a new customer select Actions>New Customer
Actions[edit]
Add Customer[edit]
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[edit]
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[edit]
To add a work order or job for a customer or job site.
Add Note[edit]
To add a note for a customer.
Add Contact[edit]
To add a contact for the customer or job site
Add Document[edit]
To upload a document for the customer.
Customer Information[edit]
The following details can be viewed for the customer:
Jobs[edit]
Shows a history of all jobs for that customer
SMO Notes[edit]
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[edit]
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[edit]
Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files.
SMO Custom Fields[edit]
Custom fields can be created to track unique information for your business.
SMO Job Site[edit]
Each customer may have unlimited Job Site locations.