Once a new Customer record has been saved, there is additional setup that is not contained within the Customer Wizard. Setting up additional information is optional depending on your company’s policies and procedures. The chart below lists the additional setups available at the customer, site and system level.
Setup Option | Comments |
Customer | |
CC/eCheck | Required if the customer is on auto-pay for RMR invoices or if you want an EFT payment method on file for the customer. |
Notes | May want to enter notes related to the new customer. |
Contacts | Enter a list of billing contacts. |
Documents | Attach any customer related documents such as contracts. |
Custom Fields (Customer) | If custom fields have been setup, enter information. |
Custom Fields (RMR) | If custom fields have been setup, enter information. |
Site | |
Notes | Enter any site related notes. |
Contacts | Enter a list of site contacts. |
Documents | Attach any site related documents such as floor plans. |
Custom Fields (Site) | If custom fields have been setup, enter information. |
Item Defaults | If you have a certain price you charge the customer for particular invoice items that is different than the default price, you may create a list for the customer’s site. |
System | |
Notes | Enter any system related notes. |
System Parts | Enter a list of installed parts for the system. |
Call List | Enter a list of individuals to be called if an alarm is received by the central station. |
Zones | Enter a zone list for the system. |
Documents | Attach any system related documents. |
Custom Fields (System) | If custom fields have been setup, enter information. |