The sales station has been enhanced to support the features to handle Customer Records Management including:
• Add a new Customer
• Add a new site to new customer
• Add a new site to an existing customer
• Enter / Print a proposal
Manage a proposal invoice which includes:
• Add and delete line items line
• Send email to Generate a proposal invoice
• View/Print/Email Proposals
Other features for Your Portable Toilet Service Web Sales Station Include:
• Add, edit, view and email site notes
• Add, edit, view and email customer notes
• View, Print and email invoices
• View customer and site information including –
- Address
- Google map of location
- Phone
- Billing notes
- Site comments
- Invoice note
Customer code, customer portal password, account type and account status
• View assigned units with notes and rates
• View assigned service routes
• View work orders
CLICK HERE FOR A VIDEO OF SALES STATION HIGHLIGHTS
Give Them All a Try
Sales: Login=demo Password=demo@999 ] CLICK HERE.
Service Login=demo Password=demo@999 ] CLICK HERE.
Customer Login=docon Password=docon@999 ] CLICK HERE.