Overview

In Dataforce ASAP, a customer record is a container for related jobs at the same premises. It centralizes shared information: address details, contact information, customer files, and marketing consent preferences.

Customer Identification

Customers are identified by two fields:

  • Customer ID: A unique identifier generated by ASAP at creation, specific to each instance.
  • Customer Reference: An identifier from an external system. The label is configurable per instance (for example, ‘CRM ID’, ‘Customer Number’, or ‘External Customer Ref’).

Customer Addresses

A customer has up to three addresses:

  1. Property address (mandatory)
  2. Billing address (defaults to property address if not set)
  3. Owner address (optional)

Customer Type and Contact Fields

Customer type is either Residential or Business. Business customers have additional fields for Company Name, ABN/ACN, and GST status.

Contact fields include:

  • Mobile phone
  • Landline
  • Email address

Typical Workflow

  1. Create a customer via the New Customer screen
  2. Pre-complete and send the Marketing Consent form for customer confirmation
  3. Create a Job and generate a Desktop Quote
  4. Add the job to the Sales Pipeline
  5. Book an Appointment for installation

Duplicate Checking

When creating a new customer, ASAP can be configured to automatically check for duplicates based on:

  • Property address
  • Landline phone number
  • Mobile phone number
  • Customer reference (see Customer Identification above)

This helps prevent duplicate customer records in the system

ASAP Screens to Manage Customers

  • New Customer
  • Customer Search
  • Customer Details
  • Marketing Consent
  • Job for Customer
  • Create new Job