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Connected Contractors Demo

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My Customer

Here, you can view or update a customer job you've created.
Make any changes below, click "save" or select other options below.
You can print the job, e-mail a workorder and create an invoice from the job.
You can also set up scheduled service reminders to e-mail your customer...

DEMO Only...
Status: Job New Job • My Customers • New Customer • Dashboard
Customer Last Name : Stevenson Reference # :
Customer First Name : John  
Business Name
Title
Address 1 1234 River Street
Address 2
City Newburgh
State NY
Zip 12550
E-Mail stevenson@somedomain.com
Phone (845) 555-1212
Fax (845) 555-1213
Cell (845) 555-1214
Financial Info
Payment Terms:


Tax Exempt
or Resale #
Discount Rates
Credit Limit
Available Credit


REQUEST FOR PROPOSAL DATE:     Check/Uncheck boxes for custom printing
Dates & Times Most Convenient to Review Current Projects Date:     Time:
Date:     Time:
Date:     Time:
Date:     Time:
Verify Appointments By E-Mail
Phone  Best Time To Call:
Directions to Customer Location
Work To Be Done
Special instructions, circumstances or deadlines that should be considered in preparing new proposal
CUSTOMER JOB DATE:     Check/Uncheck boxes for custom printing
Job Description/Work To Be Done
Job Scheduling
WO Service • [Labels] Time Rating Cost
Custom label 1 $
Custom label 2 $
Custom label 3 $
$
$
$
$
$
$
$
Project Notes
Tools & Equipment
Safety Notes
          



SCHEDULED SERVICE CALLS / REMINDERS:
Select Dates to establish Scheduled Service Calls & Reminders for this Customer Job.

You can also set up a Recurring Schedule for your Service Calls & Reminders by checking the box marked "Recurring Schedule" and selecting the "Service Frequency and Starting Date.

Service Reminders will be e-mailed to you and your customer a day prior to the dates you set up here.

*NOTE: Your customers are allowed to modify the dates of their Scheduled Service Calls. Any changes made will then be reflected here immediately. In this event, you will be notified via e-mail that your customer has made a change to Scheduled Service Calls so that you make take action as needed.

• See Scheduled Service Calls for ALL Customers

• Delete ALL Scheduled Services Shown
SCHEDULED SERVICE CALLS











-OR- Recurring Schedule
Service Frequency
Starting Date

Dashboard


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