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      1. Texada Knowledge Base
      2. Service: Service Agreement Quoter
      3. Quotes

      The Quote Details Screen - Customer Details

      An overview of the Customer Details subscreen of the Quote Details screen.

      Quick Reference

      • The Customer Details subscreen of the Quote Details screen provides a window into Customer’s profile in Customer Search. Customer information can be viewed and edited from this screen. To access this screen, access the Quote Details screen of the Quote you’d like to edit, then select “Customer Details” in the left navigation menu.
      • Use the Division toggle in the top-right corner of the subscreen to toggle between viewing and editing Customer details for a single Division or all Divisions.
      • Use the “Edit Tasks” menu in the top-right corner of the subscreen to edit the Customer’s information.
      • Click the calendar icon Calendar Icon - Service Agreement Quoter next to an influencer’s name to download an appointment file for that influencer. Click the pencil icon Edit Button Black and White - Service Agreement Quoter to edit their record. Click the X icon to delete it.
      • Click the “Add New” button in the top-right corner of the Influencers panel to add a new influencer record.

      The Quote Details Screen

      This page is part of a series on the Quote Details Screen in Service Agreement Quoter. The structure of this screen and its subscreens is as follows:

      Introduction

      The Quote Details screen in Service Agreement Quoter contains all of the information about an existing Quote. It comprises a number of subscreens, one of which is the Customer Details screen.

      The Customer Details screen provides a window into Customer’s profile in Customer Search. Customer information can be viewed and edited from this screen. To access this screen, access the Quote Details screen of the Quote you’d like to edit, then select “Customer Details” in the left navigation menu.

      Customer Details

      1. Division Selector
        Click the radio buttons to toggle between viewing and editing Customer details for a single Division or all Divisions.
      2. Edit Tasks Menu
        Click to access a number of options for editing the Customer record. Selecting one of these options will open an edit window powered by Customer Search:
        1. Edit Name and Billing Address: Edit the Customer’s account type (Cash / Charge / COD), name, billing address, and contact information.
        2. Edit the Physical Location: Edit the Customer’s account type and physical address.
        3. Delete this customer: Delete the Customer.
        4. Add Division: Add a new Division record to the Customer.
        5. Edit Division Information: Edit the information of the currently-selected Division (1).
        6. Assign to This Customer: Click to assign this Quote to the Customer.
      3. Customer Information
        Contains the Customer’s billing address and physical address, as well as the details of the currently-selected Division (1). 
      4. Parent & Child Companies Information
        Contains information on the Customer’s parent and child companies, if any. Click on a company’s name to view their information in Customer Search.
      5. Influencers
        Contains information on the Customer’s influencer contacts. 
      6. Create Calendar Appointment Button
        Click the calendar icon Calendar Icon - Service Agreement Quoter next to an influencer’s name to create and download an “appt.ics” file that can be opened in the calendar software of your choice to schedule an appointment with that influencer. The file will contain a summary of the Customer’s account as of the current day, including a breakdown of their accounts receivable, their currently-rented equipment, their last customer call, their open work orders, and their current reservations.

        Depending on your browser’s settings, the appt.ics file may be downloaded directly to your Downloads folder, or you may be prompted to select a download location. Open the file to select the calendar software with which it should be opened.

        For more information on .ics files, see the following article at fileinfo.com: “.ICS File Extension”.
      7. Edit Influencer Button
        Click the pencil icon Edit Button Black and White - Service Agreement Quoter next to an influencer’s name to edit their record.
      8. Delete Influencer Button
        Click the X icon next to an influencer’s name to delete their record.
      9. Add New Button
        Click to add a new influencer record.