Customer Detail

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
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