Customer Card
- Quickly and Easily search for customers by name, street address, phone number and equipment model and serial number;
- Eliminate duplicate customer entry:
- Instantly verify and correct customer information when creating new customer accounts;
- Correct, validate, and standardize addresses in your database;
- Phone number and e-mail validation;
- Track customers with unlimited job site locations;
- Set up New Construction home by subdivisions and lot numbers;
- Assign estimators and account representatives to any customer account; This improves customer service and consistency, by easily tracking estimator assigned to account; in addition, customizable commission reports based on account representative are able to be created;
- Marketing Management:
- Track "birth date" of customer for marketing;
- Allow sending of batch e-mails;
- Inactivate customers;
- Market to customers by equipment age and/or equipment installed by your company or installed by others;
- Market to customers by customer class: residential, commercial, property management, rental properties, etc.;
- Reduce returned mail due to invalid address information;
- Store credit card and e-check payment information safely and securely;
- Separate customer note and jobsite note fields as well as timestamp the subject, details and employee that created note;
- Complete service history: View current, future work orders, history invoices, quotes, and installation jobs;
- View customer account balance;
- Extensive site equipment database, which tracks manufacturer, model #, type, serial #, location, description, size, install date and multiple warranty settings;
- Attach documents of various file types to the customer card;
- Track multiple service agreements between company divisions such as plumbing, HVAC, electrical and
whole house service agreements;
- View Project Management jobs per customer;
- Ability to merge duplicate accounts and transfer job sites to new owners;