Statements
âĄď¸ Quick Links > Select Send statements
Customer statements provide a snapshot of a customer's financial standing, listing unpaid invoices and unallocated credit notes at a specific point in time.
Steps to complete
Group Statements by Customer Contact: Use the dropdown â select Yes or No.
Review the Generated Statement PDF: Ensure all details are accurate.
Choose a Delivery Method:
Print: Select "Print" to open the PDF in a new browser tab.
Email: Select the recipient, review the statement email template, attach any relevant invoice PDFs, and click "Send".
Download: Save the statement directly to your device.
The maximum total file size for email attachments is 16MB.
The Statement portal is available on the Customer Journey+ plan.
If invoices do not attach to the email, verify or change the 'Attach invoices to statement' setting.
FAQs
đ Can I send a statement for a specific month? No, statements will automatically include all outstanding invoices and unallocated credit notes. Filtering by date (e.g., for June only) is not currently supported.
Service Reminders
âĄď¸ Quick Links > Select Work address reminders due
Batch processing allows you to efficiently manage service reminders for multiple work addresses associated with a main customer.
Individual property
âĄď¸ Click + > Configure > Complete steps listed below.
Multiple properties
âĄď¸ Check box on left > Customer decision batch process > Complete steps listed below.
Authorised: Choose how to interact with these properties.
Authorised and add new job: A service job is created with the appropriate details.
Access method: Select the required method of access for all jobs.
Not authorised: Select an action.
Cancel service reminder just this time: Reset the service due date to the following period.
Cancel service reminder forever: Delete the service reminder.
Postpone service: Select date to postpone until.
Unknown: No reason provided.
Contracts
âĄď¸ Quick Links > Select Contracts
Adding contracts on the Customers page allows businesses to manage service agreements directly within a customer's profile. By associating contracts with customers, users can automate recurring jobs, set renewal reminders, and monitor contract-specific pricing or service terms.
To know more about setting up contracts, please visit this guide: Contracts.
Service Plans
âĄď¸ Quick Links > Select Service plan
A service plan is a comprehensive document detailing tasks, materials, costs, warranties, and other conditions related to a specific service.
Adding a Service Plan
To add a new service plan:
Name the service plan in the field 'Service plan' placed under Add a new service plan.
Add the necessary details if required.
Click Add service plan upon completing it.
Managing a Service Plan
Upon adding the service plans, they will be displayed on the left side of the page.
To edit: âĄď¸ Click Edit > Amend > Click Save service plan
To delete: âĄď¸ Click Delete > Type delete > Click Delete
Assigning a Service Plan to a Customer
Once the service plan has been created, you can assign it on the customer record.
âĄď¸ Locate the customer record > Quick links > Service plans > Add new service plan.
Choose plan: Select the desired service plan from the dropdown.
Set Expiry Date: Define the end date of the service plan.
Tick Properties: Select relevant properties associated with the customer.
Save: Finalise the service plan.
Linked addresses appear under "Properties" associated with the customer.
Managing the Assigned service plan
To edit: âĄď¸ Click Edit > Amend > Click Save
To delete: âĄď¸ Click Delete > Type delete > Click Delete
Associate SLA
âĄď¸ Quick Links > Select Add/edit SLA
The Associate SLA option allows users to link a specific Service Level Agreement (SLA) to an individual customer. This ensures that any jobs, appointments, or service requests associated with that customer adhere to pre-defined response and resolution timeframes.
Steps to Associate SLA
Click on 'Add/Edit SLA' under the Associate SLA section.
Choose the required SLA or update the existing one.
Once done, click 'Save'.