Adding A New Commercial Customer

Modified on Wed, 13 Nov, 2024 at 11:59 AM

Search Results Screen

Customer List Screen

New customers can be added to the system by clicking on the

Create New Customer button found on the Search Results screen, or by clicking

the Add New Customer button on the Customer List Screen.

A blank Customer Information Screen will come up.

Make sure that the Commercial Radio Button is selected

Fill out the customer information including company name, first

and last name, email address, and phone number.

Note: A second email address can be added to be copied on

communications by entering it into the Email CC section.

Additionally, the little plus sign under the Phone Label

will allow the entry of additional phone numbers to the customer record in the

event the customer provides more than a single contact number.

Continue to filling in the customer’s address. Compass is

integrated with Google Maps, so suggested addresses will begin to be suggested

as the address is typed in. If the correct address pops up, click on it in

order to complete the fields. If by chance the address does not populate, or accidently

clicking on the wrong one, the fields can be entered manually.

If the customer has a different Invoice or Billing address,

mark the check box for an additional area to enter the name, and address

details.

Under the customer contact information, you have the source

field. This is very useful for tracking where leads are coming from, giving a

better idea as to what methods of advertising is working best for lead

generation.

Click on the drop down to select where the lead came from

and enter comments for any additional tracking information. IE: Which Realtor

referred the business, or which advertisement the customer responded to.

Use the drop down fields to specify which segment the

company belongs to such as schools or hotels, followed by the parent account if

applicable, tax exception status, if it is a master account, if the transactions

should roll up in Quickbooks, and payment terms.

The Text Message (SMS) Notification system will send

reminders to the customers phone in order to remind them of upcoming

appointments.
The Marketing OK check box can be used if the customer

agrees to receive text messages letting them know of any upcoming services

being promoted.