Customer Account

Overview 
 The Customer Account Page is where you can access all information on The Customer. See Account Search on how to reach Customer Account page. The page will start off by showing an image of the customer home followed by Customer information, Account Number, Phone, Email, Address, etc. From here the page shows an Overview of the account, Billing, Communications, Service, Fuel and Propane Exchange. The account can also be edited by clicking on the gear under the Profile Picture. A more detailed look into the customers information can bee seen on the Customer Account page. A full look into an account can be seen on the Customer Account book. 
 
 
 Overview 
 
 Services : Services that are on the account 
 Holds : Shows holds that are on the account 
 Balance : Shows balances that the customer has 
 Quotes : Shows quotes that have been offered to the customer 
 Task List : Shows any task lists
 
 
 
 
 Billing 
 
 Balance : Shows the Balance on the account, how much is Overdue and the Customers Budget 
 Autopay : Shows how each service is being paid for whether entered manually or automatically. Adding credit cards can be done here for the customer 
 Recent Transactions : Shows any transactions that have gone through. Invoices, Collections and Ledger for the customer can be seen here as well 
 Subscriptions : This shows any subscriptions the customer has and also allows for any edits. New subscriptions can also be added here
 
 
 
 
 Communications 
 
 Text: Shows any communcations the Customer has received via Text 
 Email: Shows any communcations the Customer has received via Email 
 Phone: Shows any communcations the Customer has received via Phone
 
 
 
 
 Service 
 
 Concerns/Projects: Able to add any concerns or projects that the customer needs done 
 Heating Units/Cooling Units: Shows any Heating or Cooling Units as well as the ability to edit or add more units 
 Recent Visits: Provides any recent visits the customer has had 
 Projects: Shows all projects that the customer needs to have done. Able to add more projects from here 
 Concerns: Shows any concerns the customer has which can then be turned into projects
 
 
 
 
 Fuel 
 
 Fuel: Shows all Fuel that associated with the customer and their address 
 System : Shows the systems that are being used for the fuel. Able to add or edit Systems here as well 
 Equipment : shows the equipment that is tied to the system the customer has. Equipment can also be added or edited from here as well 
 Deliveries : Shows all Deliveries that are being made to the customer. Deliveries can also be requested here and History and Pricing can be seen here as well
 
 
 
 
 Propane Exchange 
 
 Propane Exchange Deliveries: Shows all scheduled deliveries as well as the ability to add more if neccessary 
 Exchange Delivery Insights: Shows a more detailed view of the delivery
 
 
 
 
 This is just a basic overview of the Customer Account page, a much more detailed version can be seen Customer Account