How to Create a Customer

Overview

In order to service your Customer's properties, you first need to set up your Customer in FireMate.

A Customer represents the business in which you engage to provide maintenance services.

A Customer is then set up with one or more Contracts that relate to the Properties being serviced.

Customers are then invoiced for services rendered.

Creating a New Customer

1. You can add a new Customer via the Create menu or through the Customers screen.

2. You will then be prompted to enter some information about your Customer. Each Customer should have a unique Name, a Type and a Status.

• Type = The importance of your Customer. This can be searched in the system and your Customer cannot see this field.
• Status = The Customer's account status. This will control what can and cannot be created for the Customer depending on the status selected
  • Normal = There are no restrictions
  • Refer Accounts = A warning will be given to the user that they are on refer accounts when trying to log a Job/Service Request or Routine Activity or generate an invoice or a quote. The user will be allowed to proceed with the action
  • Suspend Services = A warning will be given to the user that they are on Suspend Services when trying to log a Job/Service Request or Routine Activity or generate an invoice or a quote. The user will not be allowed to proceed with the action.

3. Select 'Complete' to create the new Customer in your system.

4. When the Customer is created you will be taken to the Customer screen where additional information can be added.

Changing the Details of a Customer

1. From within the Customer screen, you can edit the details of the Customer by selecting the 'Customer Details' option from the Menu and then selecting 'Edit Customer Details'.

2. When you're finished changing the details of the Customer, make sure you select 'Save Customer Details' to save your changes.

Adding a Contact to a Customer

Contacts represent the people who represent your Customer. They are often addressed in Invoicing and Quotes and receive asset-related reports.

1. To add a Contact to your Customer, select the 'Contacts' menu item on the left and then select 'Add Contact'.

2. You can add a new Contact by filling out the form and selecting 'Save' or choose an existing Contact you may have already added previously in your system.

Adding an Address to a Customer

Multiple addresses can be added to a Customer. An Address can be defined as a Billing Address, a Physical Address or a Postal Address.

1. To add an Address, select the 'Addresses' menu item and then select 'Add Address'.

2. Fill out the details of the Address and select 'Save' to add the Address to your Customer.

Adding a Contract to a Customer

One or more Contracts can be added to a Customer. A Contract defines the agreed services that will be provided to your Customer for the associated Properties.

1. To add a Contract to a Customer, select the 'Contracts' option from the menu then select 'Add Contract' where you will be prompted to enter some intial Contract detail

2. Select 'Complete' once you have filled out the initial Contract to finish creating the new Contract for your Customer.

3. At this point you will be redirected to the Contract screen where you can add additional information regarding your Contract.

Quotes, Invoicing and Delivery Settings

When setting up a Customer you can define the settings around Quotes, Invoicing and the Delivery of service work to your Customer. 

These settings a primarily used when you run two or more Trading companies (Business Entities) within your business. 

Invoices can be sent on behalf of one of your Trading companies but then have the work completed by another. This then helps in keeping track of revenue for each business and ensure your Customer is quoted and invoiced from the company you engaged the Customer with.

1. To change any of these settings select 'Edit' 

2. Then to save your changes select 'Save'.

Adding Notes to a Customer

Notes can be added to a Customer which is used used to communicate to Users when viewing information relating to the Customer.

A note can be defined as either Passive, Coordinator or Technician Note

1. To add a new Note to a Customer select the 'Notes' option on the menu. Then select 'Add Note'

2. Select the Type that the Note is, then enter the Note Details and if the Note is not defined with a Type of 'Passive' set the Start and Expiry dates. The Start and Expiry dates are used to control what period the Note will display.

3. To save your Note select 'Save'.

Adding Attachments to a Customer

Files can be attached against a Customer for later reference. These can be of any type and size.

1. To attach a file to the Customer, select 'Attachments' from the menu and select 'Add Attachment'

2. Set the 'Type' of file you are uploading. The Type can be one of the following:

3. Select 'Browse' to locate the File(s) you wish to upload and attach to the Customer. If it's easier, you can also drag and drop the file from your desktop.

4. Select 'Save' to save the files uploaded as attachments on the Customer

5. Once the files are uploaded you can download them by selecting the File attachment name on the screen

Customer Settings - Invoice Settings

For each Customer, you can set how the Invoice Due date is calculated on Invoices as well as whether the Customer can be set as Tax Exempt when being quoted and invoiced.

The Invoice Due date can be set to one of the following options:

Select [Edit Customer Details] to change the settings.

When you set the Invoice Due to being either [After This Many Days] or [This Many Days from End of Month] a textbox will appear to allow you to set the number of days accordingly.

Select [Save Customer Details] to save.

Customer Settings - Notice Settings

For each Customer, you can set the number of days an Entry Notice and Key Pickup Requests should be automatically emailed to Contacts prior to the RA/SR Scheduled Date/Time.

Select [Edit Notice Settings] and then enter the number of days the emails should be set prior to the RA/SR Scheduled Date/Time.

Select [Save Notice Settings] to then save the Notice Settings.