Customers
Access all information relating to your customers. Information
relating to their address and contact details will be
found here, and also a summary of the jobs for that customer
and the status of the job (ie. open, complete, invoiced).
You are also able to search for customers by using criteria
such as their name, address or phone number.
Jobs
The jobs functionality is the 'engine room' of TotalPest
and many different processes can be accessed and performed
here.
By
accessing
the
Jobs
option, the employees
you have set up for job bookings will show,
with details and times of any jobs they may have booked
for the day. The calendar for the month is also displayed,
and different days and months can be accessed by a
click of the mouse on the calendar. Jobs can also be
easily booked, viewed or changed from this screen by
double clicking the employee and time you require.
The Jobs
screen also shows the Daily Comments box,
which can be used to convey messages to your staff
which are relevant to the day, such as certain equipment
being in use, phone messages or staff absences, etc.
The Day Report can also be viewed or printed from here,
which shows a summary of all the days events.
Reminders
The Reminders section is used to create various notes
and reminders for your customers. This allows you to
add a date for you to contact the client to perform
additional services, send reminder or follow up letters
and also access all Reminders due. You can create letters
for customers here and utilise things like promotional
vouchers etc. Almost any document can be produced using
Microsoft Word and mail merge.
Invoicing / Payments
View details on customers invoicing,
create recurring invoices, add and view payments, and
search for invoices through various criteria. Produce
debtors reports, income and banking reports so you
can add single journal entries into your accounts program.
Statements can also be produced.
