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| Integrates
with: |
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Platforms: |
Win XP/Vista/Win 7/Win 8 |
Networkable? |
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| Features>Customer
Information |
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Customer Information |
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| Basic
Functions |
| • |
Add a new
customer. |
| • |
Edit customer
information. |
| • |
Delete a
customer. |
| • |
View a customer's
account information. |
| • |
View all
a customer's jobs (and make modifications). |
| • |
Print customer's
information. |
| • |
View/print
a calendar showing all a customer's jobs. |
| • |
Enter multiple
work sites for customers, while bill to central
offices/locations. |
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| Search |
| • |
Customer
ID |
| • |
Customer
Name |
| • |
Business
Name |
| • |
Phone |
| • |
Street |
| • |
Zip |
| • |
Any of the
above. |
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| When you've found the record you want,
simply double-click it and you will jump there immediately. |
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| Multiple
Locations |
| Maintain as many Locations
as you wish for each customer. Perfect if you service
several locations, but bill to a main office. |
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| In addition you can
track separate contact information for each Location,
e.g. different contact persons, different phone
numbers etc. |
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| In addition you can
store Dimension information for each Location. |
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| User-Defined
Fields |
| In Scheduling
Manager you are provided with 8 User-Defined
fields that you can label yourself and use to store
whatever information you wish. |
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| Source
Field |
| Use the Source field
to track your various marketing techniques and how
effective they are. |
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| Calendars |
| Many of our clients
like to give these handy monthly calendars to their
customers as a reminder they can keep when their
service dates are. |
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| Easy
Access to Other Screens |
| From the Customer Information
Screen you have easy access to Account History for
the customer, jobs and schedule information, as
well as the ability to add a job quickly. |
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| Mail
Merges |
| Create professional letters and do
bulk mailings to all your customers. |
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| Perfect for creating newsletters,
advertising new services, offering discounts to
boost sales or direct mail to prospective customers. |
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