Page Comparison

To add a new customer click on the Add Customer button in the top right of the screen.

Note: the new customer name MUST BE UNIQUE

To open an existing record simply click on the customer name in the customer name column of the grid

This must be unique and may contain alpha-numeric characters

Use the Account Cust checkbox to select:-

• Ticked = Account Customer (will do the Job then bill at a later date via invoice)

• Unticked = Non Account Customer (Will be expected to receive payment upfront and will be prompted to do so)

• Contact Name

• Address Line 1

• Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)

If this is the same as the Main Address the simply tick the Use main contact checkbox and this will fill automatically

• Contact Name

• Address Line 1

• Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)

Accounts Ref - If using a third party accounts package then this will be the name of this client as it appears in your accounts package

Also known as nominal code ) - in some accounts packages

This is the folder in your accounts package to which you will be uploading invoice data.

Only used for Sage Accounts package account packages to determine the department to which you will be uploading invoice data.

The terms of required payment term for this customer

These are generated automatically by Journease when creating a quote for a new customer.

Before proceeding with any work for this customer you will need to re-assign them to either an Account Customer or a Non-Account Customer depending on the required Account Type

If you have multiple Depots then you can select which Depot will apply to this customer

The Booking Depot can be changed on a Job by Job Basis but will default to the Depot set here.

NOTE: If you have Depot Security switched on then this customer will only be visible to users assigned to that Depot and the Booking Depot in the Job Screen will be locked

In Global Settings you can set the system to add your Depot address as the Start Address and/or End Address when creating a Job.

In the customer screen this will set the Default for this customer and override those set in Global Settings

These can also be set on a Job by Job basis

This is a ‘Free Text’ field where you can add comments regarding this customer.

If there is ANY text entered here then this will show as a pop-up message at the top of the Job Entry screen when the customer is selected.

This would generally be used to let the operator know of any requirements for this customer prior to booking a Job

This is where you can add a Default percentage surcharge that will be applied to all jobs created for this customer

This will override any surcharge set in the Global Settings, but can be overridden on a Job by Job basis

This is where you can enter the reason for the above surcharge

NOTE: Both percentage and reason must be present for it to apply the surcharge to the Job price