{"id":176,"date":"2022-09-15T14:12:46","date_gmt":"2022-09-15T13:12:46","guid":{"rendered":"http:\/\/support.servicesight.com\/?post_type=ht_kb&#038;p=176"},"modified":"2023-08-24T12:34:32","modified_gmt":"2023-08-24T11:34:32","slug":"customerdetail","status":"publish","type":"ht_kb","link":"https:\/\/support.servicesight.com\/us\/knowledge-base\/customerdetail\/","title":{"rendered":"Customer Detail"},"content":{"rendered":"<p id=\"article\">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 &amp; site addresses ensuring you can keep track of where jobs are &amp; who owes you money.<\/p>\n<p><strong>Main Features Customers <\/strong><\/p>\n<ul>\n<li>Create a new job for this customer<\/li>\n<li>Create a new message about this customer<\/li>\n<li>Create a new reminder related to this customer<\/li>\n<li>View a Google Map of the customer location including Street View<\/li>\n<li>View Warning Notes about this customer<\/li>\n<li>Access Help in relation to customers<\/li>\n<\/ul>\n<p><strong>General Tab<\/strong><\/p>\n<ul>\n<li>Full Name &amp; Address<\/li>\n<li>General Email &amp; Website Addresses<\/li>\n<li>Send an email to this customer<\/li>\n<li>Open the customer website<\/li>\n<li>Two User Defined Reference fields<\/li>\n<\/ul>\n<p><strong>Accounts Tab<\/strong><\/p>\n<ul>\n<li>Tax Set Up<\/li>\n<li>Email Address to send Invoices to<\/li>\n<li>Sales invoice due date calculation options<\/li>\n<li>Labour Charge Rate<\/li>\n<li>Order Number Required facility<\/li>\n<li>Standard Mileage\/Travel Hours options<\/li>\n<li>Credit Control information &amp; options<\/li>\n<\/ul>\n<p><strong>Sites Tab<\/strong><\/p>\n<ul>\n<li>List of site addresses linked to this customer (billing) address<\/li>\n<li>Create new sites<\/li>\n<\/ul>\n<p><strong>Contacts Tab<\/strong><\/p>\n<ul>\n<li>List of contact names linked to this customer (billing) address &amp; associated sites<\/li>\n<li>Create new contacts<\/li>\n<li>Select Service &amp; Account Contacts from list<\/li>\n<\/ul>\n<p><strong>Servicing Tab<\/strong><\/p>\n<ul>\n<li>List of Servicing for this customer<\/li>\n<li>Add Servicing<\/li>\n<\/ul>\n<p><strong>Service Groups Tab<\/strong><\/p>\n<ul>\n<li>List of Service Groups for this customer<\/li>\n<li>Add Service Groups<\/li>\n<\/ul>\n<p><strong>Skills Tab<\/strong><\/p>\n<ul>\n<li>List of Skills for this customer<\/li>\n<li>Add Skills<\/li>\n<\/ul>\n<p><strong>Refrigerant Tab<\/strong><\/p>\n<ul>\n<li>View F-Gas Log<\/li>\n<\/ul>\n<p><strong>Memo Tab<\/strong><\/p>\n<ul>\n<li>Warning Notes<\/li>\n<li>General Notes<\/li>\n<\/ul>\n<p><strong>Options Tab<\/strong><\/p>\n<ul>\n<li>Upload an image to serve as an avatar\/logo for this customer<\/li>\n<\/ul>\n<p><strong>History Tab<\/strong><\/p>\n<ul>\n<li>View filter complete transaction history for this customer<\/li>\n<li>Click entries to see the detail for each interaction with each customer<\/li>\n<\/ul>\n<p><strong>Files Tab<\/strong><\/p>\n<ul>\n<li>Upload documents that you want to keep on the customer record<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 &amp; site addresses ensuring you can keep track of where jobs are &amp; who owes you money. Main Features Customers Create a new job for [&hellip;]<\/p>\n","protected":false},"author":6,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[6],"ht-kb-tag":[],"class_list":["post-176","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-customers"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/176"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=176"}],"version-history":[{"count":7,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/176\/revisions"}],"predecessor-version":[{"id":2943,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/176\/revisions\/2943"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=176"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=176"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}