Customers CRM

Playbook
Introduction Account Management is the most important aspect at SmartServ, it’s not just being the Support Executive it’s about being a customer’s advocate...
Thu, Aug 20, 2020 at 8:06 AM
Overview of the Customer
After clicking the Billing customer, you are directed to the customer page as shown in the image below. At the bottom left, you’ll find the “Overview” o...
Fri, Jul 3, 2020 at 1:01 PM
How to check details of any Service Location?
There are two ways to check the details of any service location. i) By directly searching for the Service location in the customer's tab. Once ...
Wed, Nov 6, 2019 at 3:42 PM
How to update Billing customer?
Go to the Customers tab. Search for the billing customer and click on the edit option.     Now you will be directed to a new page where you will be abl...
Fri, Jul 3, 2020 at 1:02 PM
How to check invoices/estimates created under billing customer?
Search for the billing customer and click on the edit icon of the customer billing address Upon clicking edit you will be routed to the main customer ...
Fri, Jul 3, 2020 at 1:02 PM
How to check Job Tickets inside the Billing Customer?
Go to the Customers tab and search for the billing customer, and then, click on edit. After going into the Billing customer, you are directed to th...
Fri, Jul 3, 2020 at 1:04 PM
How to add Attachments to the Billing Customer?
Search for the customer and click on the Edit icon. You should be directed to the following screen for the customer. 2. Click on Attachmen...
Fri, Jul 3, 2020 at 1:04 PM
How to check Forms/Checklists associated with the tickets of billing customer?
Search the customer and click on the edit button  You should be directed to the following screen for the customer. 2. Click on Forms & Ch...
Fri, Jul 3, 2020 at 1:05 PM
How to go to any Service Locations associated with the Billing Customer?
Search for the customer and click on the edit icon of the customer billing address. Upon clicking edit you will be routed to the customer page. (Latest Vie...
Fri, Jul 3, 2020 at 1:06 PM
How to check Invoices created for particular Service location?
Search for the customer and click on the “Edit Option” on the billing customer. Once inside the selected Service Location, browse to the bottom of...
Fri, Feb 14, 2020 at 6:51 AM