Summary

Managing customer information, job sites, and contacts is a crucial aspect of any service-oriented business. ServiceBox offers a comprehensive solution for maintaining and accessing historical data, work orders, invoices, quotes, and more. This article will guide you through the process of viewing customer history and details within ServiceBox


Accessing Customer History and Details:

  • To begin, navigate to the customers
  • Select the customer you wish to view.




Here's how you can manage and view various aspects of customer history:

  • Customer Category: The "Categories" subsection allows you to organize customers in groups. You can colour code your different customer categories, so the different customer categories are discernable in your customer list. For example, you can categorize customer groups according to residential, commercial, Sales Lead etc.


Change the customer Category by clicking on the dropdown as shown below in the screen print.




  • Notes: View all historical notes for the customer, including work order notes, customer notes, and job site notes.

Add new notes to keep a record of any updates or important information by clicking on the "Add" button. These notes will be saved as part of the customer's historical data.

You can also view historical notes on the same screen



  • Job Sites

You can view all job sites associated with the customer by clicking on the "Job Site" tab.

You can also create new job sites directly from the customer profile by clicking on the "Add Job Site" button




  • Work Orders: Filter and view all past work orders completed for the customer.

You can view all work orders related to this customer

Use the search function to find specific work orders by keywords, such as "furnace" or a technician's name.

You can also create a new Work order by clicking on "Add Work Order" button




  • Recurring Work Order: Manage and view any recurring work orders, if applicable.

You can view recurring work orders or add new recurring work order by clicking on the "Add Recurring Work" button




  • Invoices and Quotes: Access all invoices and quotes related to the customer by clicking on appropriate tab.

You can also search/filter work orders or quotes





  • Attachments: Upload and manage important documents or contracts directly within the customer profile.




  • Managing Contacts: On this screen you can view all contacts associated with the customer.

Add new contacts to the customer profile by clicking on "Add Contact" button as needed.



  • Job Site Details: By going in to any jobsite, you will be able to view its details, including historical notes and completed work order notes, review all checklists associated with the job site, which is particularly useful for ongoing maintenance or quality checks.



  • Units: Each job site may have multiple units. ServiceBox allows you to track maintenance for each specific unit within the job site.





For each Unit you can create and manage notes for each unit, ensuring all maintenance records are up to date.




Conclusion

ServiceBox provides a robust platform for customer and job site management, enabling businesses to efficiently track and access historical data, work orders, invoices, quotes, and more. By utilizing the features outlined in this article, businesses can ensure that all customer-related information is organized and easily retrievable, leading to better service delivery and customer satisfaction.