Difference between revisions of "SMO Customer"
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| − | Back to [[SMO]] | + | Back to [[SMO]] main page |
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| + | [[File:SMOCustomersPrintscreen.jpg|frame|right|Customers List]] | ||
=Customers and Job Sites= | =Customers and Job Sites= | ||
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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 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 | # Enter the Note text | ||
# Select Add Note | # Select Add Note | ||
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.