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Customers & Job Sites
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Unlike most other billing and accounting software, DeepEnd makes a clear
distinction between a Customer and a Job Site because they truly are
separate, yet related, entities. It makes sense that service work be associated
with the Job Site while sales & billing be associated with the Customer. DeepEnd
achieves this nicely and, since properties having swimming pools change ownership
from time to time, it keeps track of what customer owned or rented a job site at
each point in the service history.
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Customers
In additional to general customer information, DeepEnd tracks and
displays account information including Sales, Billing and Payment
history. Other historical data includes Telephone Calls, Emails,
Related Documents and Water Sample data.
Included in this section are screen shots of the Customers Data Entry
screen and a summary listing of the customer management features in DeepEnd.
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Job Sites
Any information pertaining to the Pool, Spa or Installed Equipment is
tied to the Job Site (physical customer location).
This section describes the information that DeepEnd tracks for each
Job Site. Included are screen shots of the Job Site Data Entry form
and a summary listing of the job site management features in DeepEnd.
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Sales Leads
DeepEnd keeps Sales Leads separate from Customers until such time as
you decide that a Lead has actually become a Customer.
This section describes the features available for managing Sales Leads
and converting Leads to Customers.
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Water Test Software Integration
Entering data twice wastes time and energy and runs the risk of making
mistakes. DeepEnd can synchronize its customer file with
Bioguard's Alex and Lamotte's DataMate 10 databases to eliminate the
need for duplicating manual data entry.
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Cardol Data Systems Inc.
P.O. Box 58, Hampton, ON, Canada L0B 1J0
905-263-1161
info@cardol.com
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