Customers and Job Sites
SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations.
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.
To Edit a customer click the customer record and change any information, then select save.
To create a new customer select Actions>New Customer
Adds a customer to the customer list, with the options to supply the following information:
- Type of customer
- job site
- Account number
- Phone Number
- Type of business
- government, residential, etc as customized
- Terms of the client
- Net 10, 20, 30, etc.
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.
To add a work order or job for a customer or job site.
To add a note for a customer.
To add a contact for the customer or job site
To upload a document for the customer.
The following details can be viewed for the customer:
Shows a history of all jobs for that customer
Record unlimited notes for customers with multiple types
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
Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are:
Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files.
Custom fields can be created to track unique information for your business.
Each customer may have unlimited Job Site locations.