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Managing Customer History
Customers Information and Defaults
Once a customer is entered into the system, every detail is accessible, and a complete history is in one place. Every estimate, job, invoice and payment, along with saved documents, photos, contracts, contacts and default information that is required when a new estimate is entered.
Customer Assignments
Company assignments are created by the administrator during the system set-up. These are custom fields that allow you to track and report on estimates, sales, profits, etc… When a new estimate is entered for the customer these defaults are copied into the job, while maintaining the flexibility to change any of the criteria, for any phase of the estimated job.
Customers Job List
Within the customer file is every estimate and job associated with the customer. You may enter new jobs, make changes, create jobs from Models and Optional areas, and retrieve any stored Documents and Photos associated with each job.
Customers Accounts Receivable
A list of all open Receivables are detailed for the customer within their file.
Customers Summary
Estesys keeps a complete Customer History of every payment, check number, days to pay, as well as any deposits for future jobs. Undisbursed checks and open invoices are instantly available on the summary tab inside the customer file.
