Manual Entry vs Electronic Importing. How to choose.


Manual entry should be followed if the following is true

  • Small number of active account (100 to 300) - Manual entry allows review of existing accounts and identification of billing and service issues
  • Separate billing and dispatching systems  - Neither systems has a complete set of address and contact information
  • Existing systems has large number of dead and over due accounts - Most of the data has little or now business value, by manually entering the data you can focus on customers to maintain revenue and operational service

Order of Enter
The order of entry should follow your operational system, e.g. service routes, or work order schedules. These are typically most up to date