Customer Entry Form

Customer Entry Form

To open the Customer Information entry form, click on Setup in the shortcut or drop down menu, then click on Lists, then Customer.

The Customer Information entry form is used to enter information about customers. (The Job Site entry form is used to enter job site addresses.) Customer information is stored separately from job information so that you can create multiple jobs for the same customer without having to re-enter the customer's information.

The Customer Information entry form allows you to create new customers, or edit existing customers.

To add a Customer:

Click the Add button. Fill in the prompts, and then click OK.

Or,

Enter the name of the customer in the Customer To Add or Edit: prompt, and then press [Enter]. Fill in the prompts, and then click OK.

To edit an existing Customer:

Select the Customer in the drop-down list at the Customer To Add or Edit: prompt. Make changes, then click OK.

To Exit the form:

Click Exit.

The Customer Information entry form prompts for the following information:

Customer Name

Enter the customer name. This can be the owner's name, or a company name. This name appears in the list of customers in the Edit Job form.

Note: If you are using QuickBooks Integration, this is the name that is used when creating a "customer:job" in QuickBooks.

Owner Title, First, Last Names

Enter the owner's title, first, and last name(s). There are prompts for two owners.

Address 1 and 2

Enter the customer mailing address lines 1 and 2. The job site address is entered in the Job Site Entry form.

Zip Code

Enter the Zip Code. If the zip code has been entered before, the program will retrieve and display the city and state.

City

Enter the City.

State

Select the State.

Day, Eve, Cell Phones

Enter the Customer's Phone numbers.

Notes

Enter any notes for the customer.

Customer ID

Enter any sort of ID to be merged into customer documents in the <<Customer ID>> merge field.

Email Address:

Enter the customer's email address.

The eMail Address can be used to send all job documents to the owner, including:

A Contract
Allowance Schedule
Draw Schedule
Change Orders
Allowance Variances
Invoices
Other custom merge documents or letters

Click Documents in the main window to email documents, and click Invoices > Create Invoices to go to the Create Invoices form to email invoices.

Web Access Password:

Enter the customer's web access password. This password will allow the customer access to a web page that shows updated job status information for their job. See Website Publishing Setup for more information.

Payment Interval:

The Payment Interval (in days) is used to create the Draw Schedule. The Draw Schedule determines which items will be invoiced, and the amount of each invoice based on the Payment Interval. A Payment Interval of 15 days means that payments will be calculated every 15 days.

Payment Terms:

Select (or enter) the terms that will appear on the customer's invoice. You can select one of the existing options from the drop-down list, or create a new one by entering it, and then pressing [Enter].