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The Customer Module tracks every aspect of your most valuable asset, your customers. Customer records are accessible throughout the program, increasing the efficiency and productivity of your staff. For a more detailed overview on what exactly CRM is please follow this link: CRM Defined
Features:
- Complete customer service history tracking with notes feature
- Actions function allows you to move customers and contacts to the next step with ease and without a loss of information
- Set follow ups, reminders, and email notifications with activities function
- Fully synchronized with customers from QuickBooks
- Track and maintain customer maintenance contracts
- Automated task notifications and tracking
- Complete site information for driving directions, billing, and subcontractor information
- Track customer-specific billing information (labor, material, tax rates, etc.), system information (installation, maintenance and warranty contracts), equipment lists, phone lists, and invoice history
Benefits:
- Save time and minimize errors by copying site data to the billing section
- Access specific service calls and hold a complete service history for any customer
- Automate your work flow with defined preset reminders and email notifications
- Enable recurring tasks for account maintenance or services for easy task management
Special Features:
- Customizable field labels
- Use auto text entries for common services
- Copy site information to billing tab
- Add customers to Contacts Rolodex
- Move customers to inactive status
- Generate orders and invoices directly from within the Customer Modules
- Email statements and past due notices
- Use the Message Center and Periodic Maintenance Module for automated task notification and tracking
- Set up maintenance contracts and automated recurring billing using the Contracts Module
- User-defined or system-generated customer numbers
- Preview and print customer data and a variety of reports
- Enter customer notes and sales notes for each customer record
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Customer View
Set Reminders & Activities
Billing Report
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