NavBar - Clients

User Interface

After Clicking on the Clients at the top of the page you will be directed to a page similar to the one below. 

This Page will allow you to

• Create
• Export/Import
• View Archived 
• Search by multiple options
• Sort Data By those same options

Client Management

To Manage a Client use the Pencil/Edit button on the Left hand side of the Client, this will open a dropdown menu for quick and simple navigation.

Client Information

The Client information page manages the following:

• First Name
• Middle Initial
• Last Name
• Alternate Contact First Name
• Alternate Contact Last Name
• Email Address
• Chosen Billing Address
• Primary Phone Number
• Secondary Phone Number
• Company Name
• Client Balance
• Client Notes
• Notes from Technician

This page will also give you the ability to create a Call for the Client.

Client Addresses

This Page will allow you to create New Addresses for you Clients and Manage current Addresses.

You can Manage the Following:

• Address Line 1
• Address Line 2 
• City 
• State
• Zip Code
• Zip Extension
• Home Type
• Own/Rent
• Description

Address

All Addresses are Managed as a Parent / Child relationship in ThermoGrid,  This means that the Client is the Primary object and the Addresses are attached to the Client as secondary Objects.  This allows us to easily move the Address to a new client if the Home / Location is Purchased or under new Management. 

Addresses are listed in tabs above the information and give you the option to add a "+ New Address"

 

Units

The Units are the Primary Equipment, Piping, Electrical, Lighting or Any Items that you are looking to track that you work on at locations for your business. 

This Page allows you to Edit and Create more units for your clients.

 

Photos

Photos Are Only pulled from the Site Photos that the Field staff has gone out and taken on a Job in an Order.

All photos from "Site Photos" on all orders will show up in this location

Documents

The document page consist of any documents that are uploaded directly to client files, call files or the Job Documents on a order.

to add documents directly to the Address Chose "Select Client Files" and you will be able to upload a document from your computer, phone or tablet. 

Call Files will all come from Calls that have been created for the Client. 

Job Documents will contain any Job Documents created on any Orders for this location. 

Memberships

The Clients Memberships can be Added, Edited or Canceled from this page. This will list all memberships of the Client and will show the units they are attached to.  A membership can be attached to multiple addresses if units are located at those addresses.

This will list the Units its connected to as well as any due dates for the units. The Settings/Cog/Gear button on the Top right of the membership will allow you to:

• Change Visits
• Edit Units
• View Payments
• Add Payments
• Cancel Membership
• Remove Membership

Edit Button:

• Change Visits.  Use the date fields to edit the visit dates. 
  
   
• Edit Units. Here you can select the Units that will be attached from the clients addresses
  
   
• View/Hide Payment. This will show any payments that have be scheduled for the Membership. you can edit ,delete and review the payments as well. 
  
   
• Add Payments.  This Feature will allow you to schedule payments in any way you would like, Month, Day, Year, Dates or Days of the Week. 
  Us the Dropdown Menus to navigate the the Repeat, End, Frequency or Tax Rate options. you can also edit the Amount and chose how you want to sync to QuickBooks. 
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