Accounts are where you can keep track of your customers and all key information related to them - such as names, addresses, phone numbers, work orders, lifetime value, and more.
To access, start by:
Selecting Accounts on the top toolbar.
From here, search for or click on the account you want to view.
You can use the Search Accounts box at the top and type in any relevant information (name, phone number, etc.).
Or, click Expand in the top right corner to use filters and narrow down your search.
Once you select an account:
The Overview screen will be the first thing you see.
From here, you can view:
Lifetime Value
Proposals
Work Orders
Account Contacts
Service Locations
And much more
Work Orders
Next to the Overview tab, click Work Orders to view all associated work orders and proposals for this customer.
You’ll see the current status of each item.
Click into any individual work order to see more details.
Invoices
Click the Invoices tab to view all invoices tied to this account and see their current payment status.
You can:
Click the green + Generate Invoice button to create a new invoice
Attach it to a work order, or
Create a standalone invoice for the account
On the right-hand side, you can add credit card or ACH information (if you’re set up for payment processing).
If not, just click the green Sign Up for Online Payments button to start accepting payments through MotionOps.
Transactions
The Transactions tab shows all payments made by the account, both offline and online through MotionOps payment processing.
Notes
Use the Notes tab to keep track of any additional information you need about the account.
Notes are helpful for storing reminders, preferences, or anything else relevant to the customer.