SMO Customer

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Revision as of 18:04, 24 September 2013 by Marks (talk | contribs) (→‎Add Customer)
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Customers and Job Sites

SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations.

List Customers

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

To Edit a customer click the customer record and change any information, then select save.

New Customer

To create a new customer select Actions>New Customer


Add Customer

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

Add Job

To add a work order or job for a customer or job site.

Add Note

To add a note for a customer.

Add Contact

To add a contact for the customer or job site

Add Document

To upload a document for the customer.

Customer Information

The following details can be viewed for the customer:


Shows a history of all jobs for that customer

SMO Notes

Record unlimited notes for customers with multiple types

SMO Contacts

Each customer can have unlimited contact records.

SMO Documents

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.

SMO Job Site

Each customer may have unlimited Job Site locations.