CUSTOMER SERVICE


PHONE SYSTEM INTEGRATED SINGLE SCREEN DISPLAY OF CUSTOMER INFORMATION
FEATURES
  • Quick and easy access to creating orders and viewing customer information
  • View credit information, payment history & pricing/margin data
  • Configurable aging buckets with drill down
  • Open orders review, delivery history, invoice reprints
  • Sales Contracts and associated deliveries
  • Configurable pop up alerts
  • Manage prospects, send price quotes and quickly convert to an actual account without losing history
  • My Accounts feature allows users to quickly review sales & pro t trend information, as well as pricing related setup
SINGLE SCREEN ACCESS
  • Resend invoices, quotes, statements and drafts Credit related information
  • Aging with Drill Down details
  • Account contact information and notes
  • Recent payment activity
  • Pricing & Discount setup
  • Order & Delivery history
  • Sales contract information
  • Open orders and price quotes
  • Budget billing
  • Tank setup information
  • Degree Day information, including projected delivery, run out days, etc.
ONE-CLICK ACCESS
  • Create new orders
  • Creating/viewing price quotes
  • Creating/viewing customer statements/invoices
  • Dispatching orders
  • View purchasing trends over different periods
  • View credit status and gross pro t opportunities
  • View price margin history and trends