Customer:Job Form – Additional Info Tab

By |2021-07-24T06:27:08-05:00March 26th, 2018|Comments Off on Customer:Job Form – Additional Info Tab

Introduction

The Additional Info tab of the Customer:Job form is used to store a variety of miscellaneous customer information.  This is also where to control pop-up notes for the customer.

Form Access

  • From the main menu, click Customers | New Customer:Job, or
  • From the toolbar, click the New Customer:Job button.

Field & Button Definitions

  • Type – Select from the drop down menu the type of customer you are setting up, residential, commercial, government, etc., your classification for the customer.
  • Terms – Select from the drop-down menu the terms you are offering the customer on their invoices, 2% 10 Net 30 Days, Net 15 Days etc. You may also create a new Term, if the Term you need is not in the list. Click on the hand icon to the right of the term field and Add a Term.
  • Sales Rep – Enter the name of the sales representative you have assigned to this customer, if applicable.
  • Inside Sales Rep – This can be used to assign an inside only person to their account. It could alos be a CSR that is resposible for their account.
  • Marketing – Select from the drop-down menu the Marketing media that brought the customer to your company. You may also create a new Marketing media, if the Marketing media you need is not in the list. Click on the hand icon to the right of the Marketing field and Add a Marketing media type.
  • Tax Code – Select from the drop-down menu the tax code that applies to the customer. You may also create a new tax code, if the tax code you need is not in the list. Click on the hand icon to the right of the Tax Code field and Add a Tax Code. Is the customer taxable or non-taxable?
  • Tax Item – Select from the drop down menu the tax item that applies to the customer. You may also create a new tax item, if the tax item you need is not in the list. Click on the hand icon to the right of the Tax Item field and Add a Tax Item).
  • Resale # – Enter the customer’s resale number, if you do not charge the customer sales tax, When a person gives you a resale number, they are asking not to pay sales tax because they plan to resell the item, collect tax, and forward that collected sales tax to the proper authorities. This is the number issued by their local sales tax authority. You don’t have to use this field.
  • User Defined Fields – Enter information not found on the standard form. Select from the list or create your own by clicking on the hand icon (top left side of the user Defined Field).
  • Never Assess Finance Charges – Ticking this checkbox ensures that the customer will never be made available when assessing finance charges on overdue accounts.
  • Never Create Statements – Ticking this checkbox ensures that the customer will never be made available when generating statements to customers.
  • Pop-up Notes form when creating work orders, invoices, etc. – Ticking this checkbox causes the customer notes to automatically appear when work orders, invoices, and such for the customer are opened.
  • Pop-up Notes form when opening this customer:job – Ticking this checkbox causes the customer notes to automatically appear when opening this customer:job form.
  • Pop-up Notes form when opening their contact log – Ticking this checkbox causes the customer notes to automatically appear when opening their contact log.

Related Content

Customer:Job Form – Overview
Customer Type List
Terms – Payment Terms List
User Defined Fields
Reports – Mailing Labels: Customers:Jobs
Reports – Contacts By Marketing Source

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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