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Customers Job Aids

Revision as of 11:26, 23 June 2021 by Gelo (talk | contribs)


Customer

Managing Customers
Adding New Customer
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png

  3. Under Customers Menu, Click Options then choose Add New Customer
    Pro Customers (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Customers (Create) - Step 04.png

  5. Click Save
    Pro Customers (Create) - Step 05.png

Viewing Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Select the customer that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

Editing Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Select the customer that needs to updates its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Customers (Edit) - Step 04.png
  5. Click Save
Deleting Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Select the customer that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Exporting and Importing Customers
Exporting Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Click Options then Click Export Customer
    Pro Customers (Export) - Step 03.png
    • User has an option to change the display and change the account type for precise exporting of records
Importing Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Click Options then Click Import Customers
    Pro Customers (Import) - Step 03.png

  4. Download the template provided in the link on Step 1
    Pro Customers (Import) - Step 04.png

  5. Fill-up the template
    Pro Customers (Import) - Step 05.png

  6. Import the template then Click Save
    Pro Customers (Import) - Step 06.png