The Customer Modules track every aspect of your most valuable asset-your customers. Customer records are accessible throughout the program, increasing the efficiency and productivity of your staff.

The Active and Inactive Customer Modules allow you to track your customer records. The Contracts Module provides the ability to enter & maintain maintenance contracts.Use the Periodic Maintenance Module with your Message Center for automated task notification and tracking.

Site  Enter and view complete site information. Save time and minimize errors by copying site data to the billing section. Enter, view and print driving directions, sub-contractor and site information.

Billing  Enter, view and track company-specific billing information such as labor, material and tax rates.

Systems  Enter, view and track customer-specific system information. Track installations, maintenance and warranty contracts, and system sales information.

Equipment  Enter, view and edit customer equipment lists and generate reports.

Trunks  Enter, view and edit customer phone line lists and generate reports.

Service History  View a complete history of open and closed service calls, and instantly access specific service calls from the list.

Invoices  View a complete history of invoices, and instantly access any invoice from the list.

Notifications  Automate your workflow! Define preset reminders and email notifications when different tasks are performed.

Periodic Maintenance  Set up automated recurrent tasks for account maintenance or services. Tasks appear in your message center, prompting you when they need to be performed

• 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.
• Complete order and invoice histories.
  
• 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.
• Customizable field labels.

Subcontractors

Maintenance Contracts