Customers & Sales Module
The Customers & Sales module allows you to add customers and job sites, create work orders, invoice customers, record customer payments, and view margin analysis and accounts receivable reports.
- Adding a new customer
- Adding a customer site
- Adding a customer rate
- Searching for a customer
- Creating a work order
- Searching for a work order
- Voiding a work order
- Invoicing customers
- Searching for an invoice
- Changing the customer on an invoice
- Voiding an invoice
- Recording customer payments
- Viewing a margin analysis report
- Viewing accounts receivable
- Exporting customer data
- Exporting customer job sites data