Key Takeaways:
Maximize customer management efficiency in Service Assistant 5 with streamlined access to complete customer details, comprehensive history tracking, and instant search capabilities.
- Comprehensive Customer Details Screen: View and edit all customer information in one place — balance details, property specifics, location mapping with satellite imagery, invoices, service history, and directions — eliminating the need to navigate multiple screens.
- Complete History Tracking: Access your customer's full service history in both table and graph formats, showing codes, net amounts, balances, prepay status, and net promoter scores to make informed decisions about service delivery and customer relationships.
- Quick Search Functionality: Find any customer instantly using the quick search box — search by customer name, account number, payment, or reference number — saving valuable time and improving operational efficiency.
- Always-Accessible Customer Menu: Keep critical customer information at your fingertips with the persistent drop-down menu that remains visible across all tabs, ensuring seamless workflow management.
Ready to streamline your customer management and unlock the full potential of Service Assistant 5? Schedule a demo with RealGreen to see how our integrated solutions can transform your lawn care operations.
We’re back with another tip and trick for Service Assistant® 5. Your customers are the reason you’re in business, so it’s important you have the correct information inserted into the SA5 system. Use the customer details, the customer screen history, and a quick search for customers.
The customer details screen uses the full screen to provide you with all things about your customer. Check balance details, property details, property items and edit customer details right from the details screen. A pull-down menu under the account number allows for location edits, drag and drop pin for the precise customer location and satellite imagery is also available if necessary. The customer details also list the balances the customer may owe and their credit limit. Also find directions to your customer, invoices and the services that were or will be provided.At the top of the screen where you see customer details, the second tab is history, click on that and it brings up the customer screen history. This pulls the complete history of your customers, from there you’re able to add an additional service. See balances all unpaid and open. You can view history in the form of a table or a graph. From the table you’ll be able to view codes, net amounts, net balances, prepay balances, remit balances and unpaid/open amounts. This screen will also give the net promoter score and reallocate the system for any changes that may have occurred. Even when you move tabs the customer details drop down menu will always remain on the screen for easy access.
Perform a quick search for customers in the quick search box at the top of your SA5 screen only while in the customer screen history. This will pull up any customer you need to view the history of, instead of scrolling through the long list. Once you find who you are looking for, you’ll see the customer status, their account number, name, address, phone number, size, balance, company branch, subdivision and master account. Not sure of a name? Use the quick search with just and account number and get instant results on that customer. The search bar also has three tabs for you to perform quick searches. Search by Customer, Payments or Reference number.Join us next month as we discuss Payment Entry featuring search options with integrated journal claim, allocation details and adjustment entry and create auto-pay profile during payment entry.
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