Step by step
- Open the client company. Their machines is on the first tab (Their customers & machines).
- Their machines lists every machine owned by them or sitting at their customers' sites, with serial number, customer and site.
- Click Log a call on a row to book a job for that machine.
- To add one, click Add a machine for …, choose the customer site in Where is the machine? (or + New customer or site…), fill in the machine and press Add machine.
New customer in the same step
Choosing + New customer or site… lets you pick one of the client's customers or type a New customer name, plus a site address. The customer, site and machine are all created together, and the machine is marked For <firm> (they pay).
Works together with
- Add a machineAdd a copier or printer at a customer site with its meters, in one step; you can create a new customer and site at the same time.
- Add a customer of a client companyOn a client company's page, add one of the end customers they send you to, with the address where the machines are.
- MachinesEvery copier and printer you look after, with its customer, site, owner and last service date.