Step 1

Creating an Account                                 Creating an Order

 

Creating an Account

When the phone rings, you need to know how to get that customer into your database; this is how you do it.

Accounts are a broad category that can be tracked by different Account Types such as customers, business contacts or vendors.

To learn about how accounts work, watch the video below:

Video Index

• 0:00 – 0:19 – Description of Accounts
• 0:20 – 0:25 – Quick Add New Account
• 0:25 – 0:57 – Creating Account Name
• 0:57 – 1:53 – Address and Phone Numbers
• 1:54 – 2:30 – Categorizing
• 2:31 – 4:10 – Lead Source
• 4:11 – 4:22 – Saving

Create an Account

Try creating an Account on your own, you can use your own information as an example:

1. Click on the Accounts tab.
2. Click the New Account button.

Also, you can add an Account using the Quick Add menu in the upper right hand corner.

Account Name

• Account Name – Required field. Automatically generate by adding First Name and Last Name and then click gear icon.
• Memo – Quick note about the Account.
• Active – Instead of deleting accounts, change them to Inactive by unchecking the box. Deactivated accounts only show up in the All status on the Account List.
• Alert – Places a yellow box around this section.
• Review – Adds Account to the Review List.

General Info

• Title – Add title for Account.
• First & Last Name – After these are entered, click the gear icon next to Account Name to generate.
• Company Name – Used for Commercial accounts.
• Zip – Enter zip code and click gear icon to generate City and State.
• Address, City, State – Fill in information.
• Site Reference – Add cross street or neighborhood if desired.
• Terms – Choose between:
  • Due Upon Receipt
  • Net 15
  • Net 30
  • Net 60
• Tax Rate – Assign a Tax Rate for the Account. How do I create a Tax Rate?
• Tax Exempt – Click if Account is tax exempt.

Marketing

• How do I add a Lead Source to an Account?

Contact Info

• Do not Contact – Select if customer decides to opt-out of marketing.
• Phone Number – Place the primary phone number in the top field. Change type of phone by clicking black down arrow.
• Email – Add customer’s email address.
• Fax – Add fax number.

Categorizing

• Commerical – Check box for commercial accounts.
• Acquisition Date – Auto fills to date that account is created.
• Account Type / Sub Type – Used to categorize accounts. Add types by clicking on <new value>.
• Reference – Used to add keywords that are available when searching.
• Security Group – Not used.

Job Status

• Status bar shows when Last Job and Next Job are scheduled.

Open Orders

• Shows balance due as well as any orders that are in progress.

Congrats! You have created your first Account. Next up?                               Creating an Order