| New Customer Information
Features |
| Browse
Locations |
| Many
users of the Scheduling
Manager do not consider the customer's
Billing Address to be their primary
address, but rather their Work Address. |
| |
| This
is the case for companies providing
services to large apartment buildings,
for example. |
| |
| The
Browse Locations tool enables you to
scroll and search your locations using
the Work Address as the primary address,
as opposed to the Billing Address. |
| |
| Jobs
Tab |
| The
Jobs tab is one of the tabs on the Customer
Information screen which lists all jobs
for a customer. |
| |
| It
provides you with a handy overview of
all the customers jobs past, present
and future. |
| |
| Jobs
that have been completed are highlighted
in purple. |
| |
| You
can double-click on a job to view more
details about it, or to view or print
the invoice for the job. |
| |
|
|
| Jobs At-A-Glance allows
you to quickly see your customer's upcoming
jobs and their job information all from
the Customer Information screen. |
| |
| This is a great tool for
when your customer calls. It means you
can look them up and see their job history
and future in a matter of seconds! |
| |
| New
Job Scheduling Features |
| Job
Notes Templates |
| You may have
a set of notes or instructions that
you will wish to re-use quite often. |
| |
| In this case,
you can use the Job Notes Templates
to define a list of instructions so
that when creating new schedules instead
of re-typing the list again, you simply
need to select the notes you wish to
import and they will be imported and
applied to the job for you. |
| |
| You can create
an unlimited number of Job Notes Templates
to use in this way. |
| |
| NEW
Explode Job Screen |
| Recent additions
and improvements to the Explode Job
Screen include a tab that shows all
User-Defined fields for the customer.
These fields can be renamed by you to
be used to store whatever information
you wish. Some examples of common uses
would be "Pets" or "Model
#" or "Customer Type". |
| |
| The new and
improved Explode Job screen also now
has a Calenders tab that shows all other
jobs scheduled for the customer. |
| |
| The new screen
also has a "Go To Customer Record"
icon that will take you to the customer's
information, if you wish to look up
their email address or their account
information, for example. |
