To quickly create a new job for an existing client:
- Click the New Job button on the Job Dispatch Board
- Click the Client Details tab, click in the company field and type the clients name.
- You're done, ServiceM8 will bring up clients matching your search in a list, and once you select the correct client the details will be automatically populated into your job.
Help! I can't remember the companies name, but i remember the contact was John Smith.
Not a problem, type John Smith into the company search and bring up all companies who have a John Smith contact.
That's great. But now i've got a missed call from a client - all i have is their phone number!
Still not a problem, type their phone number into the company search and bring up matching clients.
In fact, anything about a past job can be used to lookup a client:
- Job addresses
- Phone numbers
- Client Contacts
- Invoice numbers
- ABN Number
That's fantastic. Is there anything else I should know about looking up clients?
One more thing. If you have a clients ABN number handy and want to get their company name right first time - don't enter their company name, type their ABN number instead. ServiceM8 will lookup the company name from the Australian Government ABN database and type it automatically.