Overview

Introduction

The Overview page is the first page that appears when looking in to a customers account. From here, Services can be seen and added to the account, Holds on the account can also be seen here or added, the Customers Balance, Quotes that have been offered to the customer for a service and any Task Lists that need to be added or worked on for the customer will show up on this page.

Services

The Services Box serves as a place where services can be added to the Customers account. Services can also be turned on or off from here. Service plan invoices can be added to a service from here as well. A more detailed look into services can be seen at the Adding Services page

Holds

From here a customers Holds can be seen, whether it's a service hold or a credit hold. If a customer has a hold, warning alerts will be shown on the top of the customers account. When looking at the holds box. a table will show with the following columns. Note that in order to add a hold on an account, the customer must have a system and equipment added on to their accounts. A more detailed look into holds reports can be seen at the Active Holds Report page

Type - This is the type of hold on the account, be it a service hold or a credit hold
Fuel - If it's a service hold, this will show the type of fuel that's part of the hold
Reason - If it's a service hold, the reason for the hold will be here
Start - The start date of the hold will be shown here for all holds
End - If there's an end date set for the hold, it will be shown here
Created - Will show when the hold was created
By - Will show who created the hold on the account
Edit - Here the hold on the account can be edited, for more info, see below

Toggling Show All will generate all current holds and all past ones as well. Clicking on the add button will also give the option to add a hold on the account, be it a credit or service hold, two different add popups will appear

Credit Hold

Clicking on credit will allow for credit hold to be added on to the account by filling out the following fields

Hold Type - Clicking on hold type and selecting Credit will start the credit hold process
Start Date - When the credit hold started on the account
End Date - The date of when the hold ends, does not need to be added if not applicable

After all fields have been added, clicking on confirm will add the Credit Hold on to the account, hitting cancel will close out the window and no hold will be added to the account. This popup is used as well for editing an existing Credit Hold.

Service Hold

clicking on Service will allowing for a Service Hold to be added to the account by filling out the following fields

Hold Type - Clicking on hold type and selecting Service Hold will start the service hold process
Fuel Type - Select the type of fuel to put a hold on, the customer must have a system related to the fuel for a hold to be placed
Hold Reason - Select a reason for placing a hold on the account
Start Date - Date that the service hold was placed
End Date - The date of when the hold ends, does not need to be added if not applicable
Select Fill - A list of systems that the customer has will show up here, one must be selected for placing the hold on

Once all Fields have been filled and a system has been selected, clicking on confirm will add the Service Hold to the account. Clicking on cancel will close out the window no hold will be uploaded to the account. This popup is used as well for editing an existing Service Hold account