| Basic
Functions |
| • |
Add
a new customer. |
| • |
Edit
customer information. |
| • |
Delete
a customer. |
| • |
View
a customer's account information. |
| • |
View
all a customer's jobs (and make
modifications). |
| • |
Print
customer's information. |
| • |
View/print
a calendar showing all a customer's
jobs. |
| • |
Enter
multiple work sites for customers,
while bill to central offices/locations. |
|
|
|
| Search |
| • |
Customer
ID |
| • |
Customer
Name |
| • |
Business
Name |
| • |
Phone |
| • |
Street |
| • |
Zip |
| • |
Any
of the above. |
|
|
| When you've found the
record you want, simply double-click
it and you will jump there immediately. |
|
| Multiple
Locations |
| Maintain
as many Locations as you wish
for each customer. Perfect if
you service several locations,
but bill to a main office. |
| |
| In
addition you can track separate
contact information for each Location,
e.g. different contact persons,
different phone numbers etc. |
| |
| In
addition you can store Dimension
information for each Location. |
| |
|
|
|
| User-Defined
Fields |
| In
Scheduling Manager
you are provided with 8 User-Defined
fields that you can label yourself
and use to store whatever information
you wish. |
| |
|
|
|
| Source
Field |
| Use
the Source field to track your
various marketing techniques and
how effective they are. |
| |
|
|
|
| Calendars |
| Many
of our clients like to give these
handy monthly calendars to their
customers as a reminder they can
keep when their service dates
are. |
| |
|
|
|
| Easy
Access to Other Screens |
| From
the Customer Information Screen
you have easy access to Account
History for the customer, jobs
and schedule information, as well
as the ability to add a job quickly. |
| |
|
|
|
| Mail
Merges |
| Create professional
letters and do bulk mailings to
all your customers. |
| |
| Perfect for creating
newsletters, advertising new services,
offering discounts to boost sales
or direct mail to prospective
customers. |
|
|
