Customer Type Ahead
Customer "Type Ahead" makes it quicker to find customers on AGG SMART. You can start typing any part of the customer name or company name and AGG SMART will start to suggest possible matches. The more you type, the more precise the search will get.
If you cannot remember exactly how the customer name was spelled, just start typing and see what is suggested.
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Search for Customer by PO Number
You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932Filter Job List
You can use the "Filter" option to filter the job list by a number of criteria. First, select a date range, then select the "Jobs" report (or "Completed" report). Then you can filter the result by adding a search term into the filter box. Examples to ...Default Payment Type
You can now set default payment types per customer by going to Edit Customer, scrolling to the Notes box and entering one of the following: [PAY-CASH] = Default to Cash payment type for new quotes [PAY-CARD] = Default to Card payment type for new ...Add A New Quote for A New Customer
If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...Customer Discounts
As well as Project Prices, you can also give customers a monetary or percentage discount over your retail prices. To do this, just edit the customer and select the discount type and amount. Then when you next quote them up for a job, AGG SMART will ...