Professional Documents
Culture Documents
Successware 21
Brittney Dassonville
Table Of Contents
TABLE OF CONTENTS
Table of Contents.............................................................................................ii
Introduction......................................................................................................ii
Adding New Customers....................................................................................2
Answering new customer calls.....................................................................2
Creating of customer Account......................................................................2
Club Memberships...........................................................................................2
Adding new club to an account.....................................................................2
Billing For the club membership...................................................................2
Entering payment for club membership.......................................................2
Adding a new job.............................................................................................2
Opening new job...........................................................................................2
Entering data of work to be preformed.........................................................2
Adding call to technicians schedule..............................................................2
Completion of call check in..............................................................................2
Happy calls...................................................................................................2
Debriefing with technician on the phone......................................................2
Entering information from the debriefing.....................................................2
.....................................................................................................................2
Finalizing the job..............................................................................................2
Entering of each activity done and amount due...........................................2
creating An invoice.......................................................................................2
Entering items on THE INVOICES..................................................................2
Appling to club if customer has one.............................................................2
Appling discounts.........................................................................................2
Appling coupons...........................................................................................2
Entering of PAYMENTS IF received at the job................................................2
posting invoice.............................................................................................2
Printing the bill to send to customer.............................................................2
Entering payment if received after sending bill............................................2
Table Of Contents
Finalizing job.................................................................................................2
Index................................................................................................................2
Introduction
INTRODUCTION
A/C Contractors has been one of the leading air conditioning company in East
Texas for many years. It has been owned and ran by Troy Dassonville for all
the years it has been opened. The company performs yearly maintenances,
services calls when a unit is malfunctioning, and also sells and installs new
systems. One of the main factors of our success is the correct entry of data
from every call performed. This job is completed by receptionist and the data
entry employees. For these jobs one must have prior knowledge of the use of
basic computer functions. All data is entered into a program called
Successware 21. This program has been used for 6 or more years at this
company. To enter the data into A/C Contractors information system you will
need theses certain supplies:
This Manual shows instructions for the data entry into Successware 21.
Which include:
All steps are absolutely mandatory to complete so that the statistics for the
technicians are completely accurate. A/c Contractors uses these statistics to
Introduction
regulate the technicians and to see if they are on track to the company goals
for each month.
Adding New
Customers
Call
Taking
tab
http://www.successware21.com/AboutSuccessWare21/ProductTour
Club Memberships
http://www.successware21.com/AboutSuccessWare21/ProductTour
CLUB MEMBERSHIPS
ADDING NEW CLUB TO AN ACCOUNT
1. Go to the customers page
2. Click the agreement tab
3. Click New agreement at the bottom of page
4. select type which will open a template that fills most of information
5. enter start date
6. Select payment type
7. Enter card or bank account number if needed changing of membership
8. Select visit type
9. Enter a x in the month you wish to perform the maintenance
10.
Push the save button
Agreem
ent tab
Type
Payme
nt info
1.
2.
3.
4.
5.
6.
7.
http://www.successware21.com/AboutSuccessWare21/ProductTour
http://www.successware21.com/AboutSuccessWare21/ProductTour
11
New Job
http://www.successware21.com/AboutSuccessWare21/ProductTour
13
Time
Slots
Custome
r Name
to drag
http://www.successware21.com/AboutSuccessWare21/ProductTour
15
Completion of Call
Check In
http://www.successware21.com/AboutSuccessWare21/ProductTour
17
Happy
Check
Box
Happy call
description
box
http://www.successware21.com/AboutSuccessWare21/ProductTour
19
11.
12.
13.
14.
1.
2.
3.
4.
5.
6.
7.
15.
http://www.successware21.com/AboutSuccessWare21/ProductTour
16.
http://www.successware21.com/AboutSuccessWare21/ProductTour
21
Index
17.
23
18.
Chrg A
Item
descriptio
n box
Apply
Payments
Applying
Discounts
19.
ENTERING OF EACH ACTIVITY DONE AND AMOUNT
DUE
1. Open call progress on the job
2. Enter in all work done in the job description box
3. Enter any suggestions in the suggestion box
4. Select
20.
21.
CREATING AN INVOICE
http://www.successware21.com/AboutSuccessWare21/ProductTour
Index
25
22.
1.
2.
3.
4.
5.
23.
1.
2.
3.
4.
5.
Open invoice
Select item that you want to charge to club membership
Press the chrg A button,
Select the membership you wish to charge too
Press enter
24.
1.
2.
3.
4.
5.
6.
7.
8.
APPLING COUPONS
26.
1.
2.
3.
4.
APPLING DISCOUNTS
25.
1.
2.
3.
4.
5.
6.
7.
8.
http://www.successware21.com/AboutSuccessWare21/ProductTour
Index
27
28.
1.
2.
3.
4.
5.
6.
7.
29.
1.
2.
3.
4.
5.
6.
7.
8.
9.
POSTING INVOICE
30.
ENTERING PAYMENT IF RECEIVED AFTER SENDING
BILL
1. Double click the account amount located on customer profile
2. Click the receipt button
3. Select payment type
4. Enter credit card number if that is the payment type
5. Enter expiration date for the card
6. Type amount that is being paid
7. Press the post button
8. Right click the invoice amount
9. Press allocate
10.
Select payment that you just posted
11.
Press allocate button
31.
FINALIZING JOB
http://www.successware21.com/AboutSuccessWare21/ProductTour
Index
29
http://www.successware21.com/AboutSuccessWare21/ProductTour
34.
INDEX
35........................advertising, 11
36......................agreement, 6, 7
45.......................maintenance, 6
37..................................billing, 7
46....................membership, 6, 7
38..........................call, 3, 12, 15
39.........................call center, 12
40...............customer account, 3
41.........................happy call, 15
42........................happy calls, 15
50....................serial number, 16
43................................invoice, 7
51.............................standby, 12
52...........................warranty, 11
53.