Possibly the most important tool at your disposal is a detailed customer database. ServiceSight enables you to hold details on both prospective customers, billing addresses & site addresses ensuring you can keep track of where jobs are & who owes you money.
Main Features Customers
- Create a new job for this customer
- Create a new message about this customer
- Create a new reminder related to this customer
- View a Google Map of the customer location including Street View
- View Warning Notes about this customer
- Access Help in relation to customers
General Tab
- Full Name & Address
- General Email & Website Addresses
- Send an email to this customer
- Open the customer website
- Two User Defined Reference fields
Accounts Tab
- Tax Set Up
- Email Address to send Invoices to
- Sales invoice due date calculation options
- Labour Charge Rate
- Order Number Required facility
- Standard Mileage/Travel Hours options
- Credit Control information & options
Sites Tab
- List of site addresses linked to this customer (billing) address
- Create new sites
Contacts Tab
- List of contact names linked to this customer (billing) address & associated sites
- Create new contacts
- Select Service & Account Contacts from list
Servicing Tab
- List of Servicing for this customer
- Add Servicing
Service Groups Tab
- List of Service Groups for this customer
- Add Service Groups
Skills Tab
- List of Skills for this customer
- Add Skills
Refrigerant Tab
- View F-Gas Log
Memo Tab
- Warning Notes
- General Notes
Options Tab
- Upload an image to serve as an avatar/logo for this customer
History Tab
- View filter complete transaction history for this customer
- Click entries to see the detail for each interaction with each customer
Files Tab
- Upload documents that you want to keep on the customer record