Customer Overview records all your skip hire customers, together with their project site locations and services you provide to them.
For better management of customers-sites-services, we have put all these 3 important information into a single table. For each of your customers, you can see the corresponding number of project sites that they have, and the number of services you have created for them.
You can locate this "Customers" tab at the top of the menu. When you click, it will show you all your customers in a well designed table.
For each customer, you will see clearly the customer names in each row and their corresponding columns. What is especially important is the "Sites" and the "Services" columns which allow you to drill deeper into sites and services details.
Customer Detail Page
When you click onto each customer's name (blue hyperlink), you will be directed to their respective customer page. Each field is explained clearly below the picture.
Customer name - Name of your customer. You can use this name flexibly for internal customer management. For example, it can be short form or putting special character text to differentiate among your customers.
Billing name - Customer's business name. Use this when you are billing, invoicing or make purchase order to your customers.
Billing address - The mailing address of your customer.
Contact number - The contact number of the person in charge of your customer.
Business registration number - The legal business identification of your customer.
Billing by - If you have multiple companies but sharing the same internal resources (i.e. bins, vehicles, drivers etc), and wish to bill your customers using separate profile (i.e different delivery orders, invoicing setup)
Credit terms - The payment arrangement agreed with your customers.
Collect payment on site - Enable this to instruct driver to collect cash, cheque, bank transfer or other mode of payment.
Customer category - You can create different category to differentiate your customers (i.e. VIP, prospect, current, key customer etc)
Internal notes - Input internal remarks of customers.
Group email recipients - When job is completed, you can automatically (instantly or schedule) send ePOD to customers via their email address. What if you wish to send ePODs only to the person-in-charge based on sites.
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