SMO Customer

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Customers List

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


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:


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:

  1. Select the Note Type:
    1. Site Notes are to track specific information about the site such as how the techs access.
    2. Service Request: For recording service request notes, usually for jobs.
    3. Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
    4. Private: These notes are only for members of your company and not for customers.
    5. System Notes: System generated notes.
  2. Enter the Note text
  3. 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
  • Email
  • Phone
  • Twitter

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.