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How to Create a Customer and a Customer's Site Address


This tutorial provides information on the following topics:

The Customers Section Filter List

The navigation pane is located on the left side of the main program window, horizontally divided into two sections:

  • Section Item Buttons
  • Section Filter

The Section Item buttons are located beneath the Section Filter section. The Section Filter changes according to the Section Item Button selected. So, by selecting the 'Customers' button on the Section Items, you will display the Section Filter for Customers.

The buttons on the Section Filter will display the following Lists in the List View Pane:

All: Lists every customer in the system
New: Lists customers created within the last 30 days
Frequent: Lists customers with a new work order in the last 90 days and at least as many work orders as the frequent customer work orders setting on the company form
Active: Lists customers for whom there are Job Cards outstanding
Red Listed: Lists customers who have not paid their invoices for more days than the red listed days option on the company form or that have been manually red listed
Black Listed: Lists customers who have not paid their invoices for more days than the black listed days option on the company form or that have been manually black listed
No Work Orders: Lists the customers who do not have Work Orders associated with their accounts 

Create a Customer

  1. Click the new button on the Menu bar and select 'Customer' from the Menu

  2. Using the Customer's form displayed on your screen, enter the Customer's information into the fields provided. You will notice that the Customer's Code is created using the first three letters of the Account name plus three unique numbers; therefore, each Customer's Code will be unique the system.

    The following are required fields:

    • Account Name
    • Customer Code (Created Automatically by Service Master)
    • Customer Account Type
    • Billing Address

  3. Click the 'Save' button on the forms toolbar to save the information. (Clicking 'Save and Close' will save the information and close the form, while 'Save' will save and refresh the information, keeping the form open.

Create a Customer's Site Address

  1. If the Customer's form is not open:

    1. Click the 'Customers' button on the 'Section Item list'

    2. Click the 'All' button on the Section Filter list. Clicking the ‘All’ button lists every Customer’s Account in the List View Pane.

    3. Select the Customer in the List View Pane. Either open the Customer's form by right clicking the Customer and selecting 'Open' from the menu, or simply double click the Customer's Account in the List View Pane.

  2. Using the Customer's form displayed on the screen, select the 'Site Addresses' tab.

  3. You have the option of either using the Customer's billing address or using new information to create the Customer's Site Address.

    Use the Customer's Account information to create the Site Address

    If the Customer's Account and Customer's Site Address includes the same information, you have the ability to use Service Master's Site Address functionality which will automatically create the Site Address by copying the information used to create the Customer's Account.

  1. On the Site Addresses tab, click the 'Create Site Address from Account' button; this provides you with the capability to create the Site Address by copying the information used to create the Customer's Account.
  2. SameSiteAddress

  3. Open the Site Address by right clicking on the Site Address and selecting open, or you can double click the Site Address in the Address Pane. Using the Site Address form, enter additional information to ensure that the Customer's Site Address is complete.

  4. After entering the Information, click the 'Save' button and close the form.

    NewSiteAddress

    Using New Information to Create a Customer's Site Address

    Service Master includes the ability to associate one or more site addresses with a single Customer Account; therefore, most Site Addresses will be created using information that is vastly different than the information used to create the Customer's Account. To do this, follow the following steps:

  1. On the Customer form, click the 'New Address' button on the form's toolbar.

  2. Using the 'Site Address' form, enter required Site Address information in the fields provided

  3. If you have included all the information, click the 'Save' or 'Save and Close' button on the Site Address form's toolbar.