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DeepEnd   Home / Pool & Spa Software / DeepEnd
User Interface
Customers & Job Sites
Sales Leads
Water Test Software Integration
Service Module
Point of Sale
Sales Order Entry
Integrated Credit Card Processing
Purchase Orders
Inventory Control
User Security System
Parts Lookups
QuickBooks Link
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Customers
Features Summary
This section describes the information that DeepEnd tracks for each Customer. Included are screen shots of the Customers Data Entry form and a summary listing of the customer management features in DeepEnd.
  • Customers Screen - List
    This page is common to all multi-page data entry forms and is used to sort, search and navigate through the Customers file.
    The Customers List can be sorted and searched by Company Name, Last Personal Name, First Personal Name, Phone Number, City, State, Customer Code, Address or Date/Time Created.
    You can also set a special filter on this list to display only those customers that match certain selection criteria.
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  • Customers Screen - General
    This page contains all of the general information about the customer.
    The city component of the address is selected from a picklist rather than being typed in explicitly. This enables faster, more consistent data entry and eliminates multiple spellings for the same city which cause problems when filtering the Customers list by city.

    This page also displays a list of the job sites owned or managed by the customer. Each customer can have an unlimited number of job sites to easily handle customers who have two residences or customers who are property management companies who subcontract the pool maintenance to you. 

    From here, you can also maintain a list of special anniversary dates such as birthdays, anniversaries, etc. as well as a special "customer alert" message that is discreetly displayed on any screens containing a customer code textbox.

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  • Customers Screen - Account
    This page is where you set up the various options used by the Billing features throughout DeepEnd.
    DeepEnd allows 2 different Tax Codes to be assigned to each customer - one to be used for in-store sales and one to be used for on-site service work.
    With the integrated X-Charge payment card processing, you can securely store customer credit card data for easy, secure bill payments.
  Click for an Enlarged View
  • Customers Screen - Purchase History
    This page lists every purchase made by the selected customer. Past due invoices are highlighted in yellow and bad debts are highlighted in red.
    You can drill down into any invoice for a more detailed look and you can also enter a payment right from this screen. 
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  • Customers Screen - Service
    This page lists every service job performed for the selected customer. If there is more than one property billed to the customer, you can easily see which location was serviced by each job
    You can drill down to either the job record or the service location record with the click of a button. 
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  • Customers Screen - Telephone Calls
    DeepEnd enables you to keep track of every call to and from every customer and the built-in call timer helps you precisely record the duration of each call.
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  • Customers Screen - Documents
    If you have created any documents for a customer, such as letters, spreadsheets, drawings, etc., you can organize them and link them to the customer here. This enables all users to find the documents quickly and open them on any computer that has the necessary software installed (example: Microsoft Excel).
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Key Features Summary Back to Top
  • Unlimited number of Customers
    Customers can be persons or companies
  • Unlimited job sites for each customer
  • Quick lookups by Customer Code, First Name, Last Name and Phone Number
  • 10 User-defined fields
  • User-defined customer-specific alert message with variable urgency level
  • Unlimited anniversary dates for each customer
  • Secure storage of customer credit card data for easy, secure payments via X-Charge payment card processing 
  • 2 tax codes for each customer - one for in-store sales and one for on-site service - easily handles out-of-state customer accounts without difficult work-arounds
  • Complete detailed sales history for each customer
  • Invoices and statements can be emailed to customers
  • Document linking for easy access from any computer on the network
  • VIP Points System for effective customer patronage recognition
  • Mailing labels in every common Avery™ layout
  • Telephone call logging
Cardol Data Systems Inc. P.O. Box 58, Hampton, ON, Canada L0B 1J0 905-263-1161 info@cardol.com