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Add a New Customer

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After returning from a customer site with your equipment survey, the data collected at the site needs to be entered into the Service Estimator to calculate an estimate. The first data to be entered into the Service Estimator is customer information. Adding customer information creates the root file for an estimate.

 

You can add a new customer from the Contact Manager or the Customer Manager

 

From the Contact Manager

Click the 'New Prospect' button in the bottom right hand corner of the screen. This will open a form allowing you to enter new customer data. See Contact Manager

 

From the Customer Manager

Click the 'New Customer' button in the bottom right hand corner of the screen. This will open a form allowing you to enter new customer data. See Customer Manager

 

Add New Contacts/Prospects:

 

You can manually add new prospects to your Contact Manager by clicking the 'New Prospect' button. The 'New Customer' screen will open.

 

new_customer_65

 

Type the first character of the customers name and hit the Tab key to expand the list. This displays current customers, which prevents you from creating duplicate records.

 

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When you manually add a new prospect from the Contact Manager and 'Save' the record you will get a popup message that explains that there are no estimates associated with this customer and therefore, it will only be visible in the Contact Manager.