Customer Services (Inquiry)

Our customer Services routine is a powerfull tool for your customer service department. It contains all the customer information on 9 data screens pluse 3 additional screen for equipment and tank information. There are over 30 other commands built into this routine which allows most users to stay in this routine for 90% of the day.

Click a window to enlarge it.

       The main customer window          The Credit window shows the            The Delivery window shows the
       shows a little about a lot. With       detailed credit information for          detailed delivery information for
       it you can determe what type         this customer.                                   for this customer.
       of customer this is.

        The Sales window shows year-         The control window shows the        The Misc window show additional
        to date information for this                fields that determine if the             phone #'s, contact names, tank 
        customer.                                         customer gets s fuel & service          protection (insureance), HEAP and
                                                                invoice, a statement and other        acqustion information.
                                                                setup fields.

Other features of the Customer Services (Inquiry) Routine:

q  Lookup customers by account #, name, street, phone or house #

q  Tracks the last 25 accounts that were looked up

A RIGHT CLICK on the select button (bottom left hand cornor) the system will display the last 25 account numbers that were selected. So if you are trying to remember the customer that you spoke with a 1/2 hour ago you can easily find them from the list.

   q  Buttons for previous & next account in customer list

   q  Edit button to edit customer data (with tracking)

   q  Delivery work order (will call order)                                 Right click for list of orders taken

   q  Delivery dispatching

   q  Delivery history

   q          Right click for delivery charges setup

   q  Delivery analysts

   q  Instant statement

   q  Customer A/R ledger (Transactions)

   q  User messaging

   q  Email a message to the customer

   q  Previous changes display

   q  Totals by code

 q  2nd lookup method that with multiple selection & sort options

 q  Service dispatching (see details below)

 q  Service History

 q  Open Item ledger

 q  Word letter (Interface to Microsoft Word)

 q    Landlord/Tenants (See service billing below)

 q   Installment/Rental (See Recurring billing below)

 q  Individual labels (letter, shipping, envelope)

 q  Total Credits report

 q  Service Invoice History

 q  Service projects

 q  Ledger by code & ledger by reference

 q  Enhanced delivery instructions