Customer Records Management (CRM)

Add a Customer
Steps to add a customer. Every customer can have many service locations
Sat, Jan 30, 2016 at 11:05 AM
Adding a site or service location
Adding a site or service location to a customer
Sat, Jan 30, 2016 at 11:07 AM
Create and Print Work Orders
Sat, Jan 30, 2016 at 12:05 PM
Add a site, Map it location and Create a Work Order
In a typical new customer call these three actions a done Add a site Map its location so you know where the work has to be done Issue a...
Sat, Jan 30, 2016 at 11:10 AM
Assigning Units to a Site - Reocurring Billing
Sat, Jan 30, 2016 at 12:02 PM
Assigning Units to a Site and Placing on a Service Route
Assigning Units to a Site and Placing on a Service Route
Sun, Jan 31, 2016 at 10:56 AM
Assign a Site to a Service Route
Sat, Jan 30, 2016 at 12:04 PM
Adding Standing Orders to a Site
Sat, Jan 30, 2016 at 12:06 PM