Lawn Care Business Forum Lawn Care Business Book Lawn Care Business Blog Lawn Care Software
Home Forum Contract & Flyer Templates Blog Software Videos Podcast Calculators / Estimators Store Mower Review Design It Yourself Lawn Business School

Go Back   GopherHaul Landscaping & Lawn Care Business Marketing Forum > Gopher Software Support > Gopher Software Support Archived Question & Answers - Read Only

Gopher Software Support Archived Question & Answers - Read Only The support posts are read-only. To ask your Gopher tech support question please email us at support@gophersoftware.com

Multiple Customer Properties


Gopher Software Support Archived Question & Answers - Read Only

The support posts are read-only. To ask your Gopher tech support question please email us at support@gophersoftware.com
Reply
 
Thread Tools Search this Thread
  #1  
Old 07-04-2003, 01:34 AM
Gopher Tech
Guest
 
Posts: n/a
Default

When you enter a customer, click on the property tab and enter as all your customer' s properties.
When you schedule a job, choose the specific property the job is associated with.
When you print your invoices, after you "Generate" them, if you the customer has multiple properties, each line item will show the property the service is associated with.
Reply With Quote

Stop guess-timating. Learn how to estimate and make money! $$$
Mow Time Estimator Lawn Care Price Estimator Mulch and Topsoil Calculator Snow Plow Estimate Calculator


  #2  
Old 11-28-2005, 10:19 PM
Gopher Support
Guest
 
Posts: n/a
Default

Lawn care business tipsLawn Care Business Book
To add multple properties to a customer's account, make sure you are on the customer section. Choose a specific customer and click on the edit button.
Reply With Quote
  #3  
Old 11-28-2005, 10:23 PM
Gopher Support
Guest
 
Posts: n/a
Default

Select the property tab.
Reply With Quote
  #4  
Old 11-28-2005, 10:24 PM
Gopher Support
Guest
 
Posts: n/a
Default

To add a new property for this customer click on the add button.
Reply With Quote
  #5  
Old 11-28-2005, 10:27 PM
Gopher Support
Guest
 
Posts: n/a
Default

This section allows you to enter multiple property addresses that you may service for the same customer.
On top you will see two tabs: "Property" and "Comments."
The "Property" tab allows you to enter in another property that is serviced for this customer.
The "Comments" tab allows you to enter in "Private Comments" that are for your viewing only as well as a "Crew Comment" which will be printed on the crew's daily job schedule list.
Reply With Quote
  #6  
Old 12-03-2005, 04:42 AM
tlclismore
Guest
 
Posts: n/a
Default

Ok, just to throw a spanner in the works. I have multiple properties handled by a specific real estate agent. BUT... each property has a different agent within the company *responsible for paying the bills for the properties. *eg: Malcom looks after comercial, Veronica looks after residential etc.

Is it possible to add a feature to the program so you can set up multiple client names within one company?

At the moment I have set them up as individual clients but.. that doesn't allow me to get a running total of how much the whole company owes me.



Reply With Quote
  #7  
Old 12-05-2005, 08:51 AM
Gopher Support
Guest
 
Posts: n/a
Default

You could edit the property description under the Customer screen | Property tab to include the client's name after the address. This way when the invoice prints it will show the client's name next to each property. Will that help at all?
Reply With Quote
  #8  
Old 12-06-2005, 04:31 AM
tlclismore
Guest
 
Posts: n/a
Default

Quote:
Originally Posted by [b
Quote[/b] (Gopher Support @ Dec. 05 2005,11:51)]You could edit the property description under the Customer screen | Property tab to include the client's name after the address. *This way when the invoice prints it will show the client's name next to each property. *Will that help at all?
Not really. Each "client" is a different department/section of the same company. the clients have multiple properties that I look after but they are not interested in the total that the company owes me or what the other departments in the company owe me. My Clients want individual bills inclusive of all the properties that they manage only. (if you can follow what I mean.....) That is why I have setup each client a a seperate entity. But that doesn't allow me to get a quick running total of what the whole company owes me..
Reply With Quote
  #9  
Old 12-06-2005, 07:28 AM
Gopher Support
Guest
 
Posts: n/a
Default

Gopher can handle a customer->multiple properties relationship. It sounds like what you want is a customer->multiple clients->multiple properties relationship. The program isn't set up to handle that additional relationship layer.

Would it help if we allowed you to see what a Customer Category owes you? That way you could create separate customer entries for each client, add them all to one category, and then see what the category owes you.

The next question is: who do you receive payments from? The individual clients or the real estate agent at the top?
Reply With Quote
  #10  
Old 12-07-2005, 04:31 AM
tlclismore
Guest
 
Posts: n/a
Default

(Would it help if we allowed you to see what a Customer Category owes you? *That way you could create separate customer entries for each client, add them all to one category, and then see what the category owes you.)

That might work,

(The next question is: who do you receive payments from? *The individual clients or the real estate agent at the top?)

I recieve payments from the real estate agent that is handeling the property (residential department, comercial department etc....) on behalf of the property owner.

Sorry guy's its a bit confusing but the real estate agent has broken their busines down to different departments handleing different types of properties and they don't want to know what the other department owes or is doing.

The way I'm doing it at the moment is getting me by but I just thought that you might be interested in this type of business situation where one company has multiple departments that don't want each department to know what the other is doing.

Thak god they only have 4 or 5 different departments that I have to deal with lol....

a customer->multiple clients->multiple properties relationship is probably something that you might concider in the future releases of Gopher.
Thanks for your help.



Reply With Quote
Reply

Bookmarks

Thread Tools Search this Thread
Search this Thread:

Advanced Search

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is On
Forum Jump

» Recent Threads
  RatingTitle, Username, & Date Last Post Replies Views
new to the forum
SGlawncare
Yesterday 11:20 PM
Yesterday 11:20 PM
by SGlawncare
0 9
Non-Stop Summer?
SouthallMowing
09-14-2014 10:51 PM
Yesterday 11:09 PM
by SouthallMowing
4 168
Tribulations of working...
stevef1201
09-13-2014 08:37 AM
Yesterday 10:43 PM
by SGL1
6 272
Lowballers scrubs &...
Darksteel
01-13-2014 07:35 AM
Yesterday 04:49 PM
by stevef1201
55 6,468
Poll - net income
Dan5082
11-15-2010 08:08 PM
Yesterday 04:44 PM
by jrs.landscaping
12 3,058
Price to apply fertilizer
SS.Lawncare
09-15-2014 11:10 AM
Yesterday 04:31 PM
by jrs.landscaping
5 146
Help With Snow Blowing...
Robertf31
09-13-2014 10:55 PM
Yesterday 02:33 PM
by Robertf31
10 358
Getting lowballed!
PineHillLawn
06-27-2012 07:23 AM
Yesterday 01:25 PM
by jrs.landscaping
24 4,719
snowplowing
jshak40
09-01-2014 07:20 AM
Yesterday 01:16 PM
by Steve
21 1,152
Compare this summer to...
Steve
09-03-2014 12:52 PM
Yesterday 11:20 AM
by Hanks Lawn Care Services
15 957
thinking about throwing...
veteranslawncaresystems
09-09-2014 10:31 PM
09-15-2014 03:41 PM
by Steve
12 648
Hello
Robertf31
09-12-2014 10:34 PM
09-15-2014 03:17 PM
by Steve
2 267
Newbie......Again
Jibber
09-13-2014 12:17 PM
09-15-2014 02:54 PM
by Sprinkler Buddy
2 234
Replacing a Shindi T-27
Dan Tanner
09-13-2014 12:59 PM
09-15-2014 02:31 PM
by Steve
1 202
need help with starter...
GoGreenerKS
09-12-2014 04:23 PM
09-15-2014 02:25 PM
by Steve
3 281
Brake job!
kslawn
08-30-2014 07:49 AM
09-15-2014 02:16 PM
by Steve
12 967
Hello
jawnebgoode
08-28-2014 08:37 PM
09-15-2014 02:15 PM
by Steve
3 758
Employee uniforms
Gerardo_Landscape
01-21-2014 11:11 PM
09-15-2014 02:12 PM
by Steve
5 875
Greetings from the north
Northwoods Outdoors
09-13-2014 08:55 AM
09-15-2014 02:07 PM
by Steve
1 216
darleneh
darleneh
09-15-2014 12:33 PM
09-15-2014 02:07 PM
by Sprinkler Buddy
1 94
My 1st bid
WesleySnips
06-11-2014 03:13 PM
09-15-2014 02:05 PM
by Steve
29 1,662
New Aerator
Chaz
09-09-2014 11:43 PM
09-15-2014 01:50 PM
by Steve
9 488
Yearly contract Pricing
jrob0691
08-21-2014 08:57 AM
09-15-2014 01:23 PM
by stevef1201
8 1,139
Scag turf tiger hydrolic...
ExtremeLawncareServices
09-04-2014 10:55 PM
09-14-2014 03:06 PM
by ExtremeLawncareServices
8 667
These are the days on...
ExtremeLawncareServices
03-22-2014 09:12 AM
09-13-2014 09:14 PM
by ExtremeLawncareServices
116 7,853
getting ready to start
calebmoss
05-23-2011 09:35 PM
09-11-2014 12:21 PM
by Steve
34 11,145
Stihl pull cord replace
SGL1
09-03-2014 09:22 PM
09-10-2014 12:25 PM
by Steve
9 684
Softball field
kslawn
08-15-2014 09:28 AM
09-10-2014 12:16 PM
by Steve
18 1,403
Lawn Route Templates
Landscaper1165
08-30-2014 01:52 PM
09-09-2014 08:05 PM
by Landscaper1165
4 889
New truck and trailer...
Johnny Rocket
05-14-2012 03:41 PM
09-09-2014 07:23 PM
by Matther777
18 6,481
What gets you bad press?
Steve
09-09-2014 11:48 AM
09-09-2014 07:21 PM
by Matther777
2 393
Signs on your snow plow?
Steve
01-15-2007 01:07 AM
09-09-2014 11:42 AM
by Steve
19 6,129
Exmark Lazer Z S-Series...
BLC7
08-22-2014 10:18 AM
09-08-2014 08:08 PM
by avetslawncare
12 1,183
New to the business
flamingyouth87
09-05-2014 11:52 AM
09-08-2014 11:55 AM
by Steve
3 592
Hello from Ohio
kurtwin
08-28-2014 05:06 PM
09-08-2014 11:51 AM
by Steve
7 870
Facebook
element009
03-23-2011 08:36 AM
09-07-2014 07:35 AM
by avetslawncare
24 7,654
Help pricing cut down 7...
Bradcook21
08-26-2014 11:17 PM
09-06-2014 02:09 PM
by Bradcook21
8 950
billing matters
sbuchanan8154
09-05-2014 09:56 AM
09-05-2014 03:00 PM
by Steve
3 568
Thoughts
googus
09-05-2014 07:28 AM
09-05-2014 02:23 PM
by Steve
2 524
Backflow Tester
flowcheckllc.2014
09-03-2014 04:37 PM
09-05-2014 02:15 PM
by Steve
3 604
Collections & collection...
jscarolina
09-03-2014 04:39 PM
09-04-2014 03:14 PM
by Steve
2 627
Sod
RosalesLawnCare
08-27-2014 03:47 PM
09-04-2014 02:42 PM
by RosalesLawnCare
4 875
Lawn needs top soil What...
jymie
08-26-2014 11:01 AM
09-03-2014 12:07 PM
by Steve
7 948
Hello! New here and...
CaliforniaFriendly
08-29-2014 11:30 AM
09-03-2014 11:15 AM
by Steve
4 849
Trailer tires
J.A.S.LawnService
09-01-2014 10:17 AM
09-02-2014 03:27 PM
by Steve
3 762
Mowing 7 acres
avetslawncare
08-31-2014 04:24 PM
09-02-2014 03:11 PM
by Steve
5 838
New to the industry-...
Lsmain
08-31-2014 10:53 AM
09-02-2014 02:58 PM
by Steve
1 762
Walk Behinds and Texas...
SGL1
08-26-2014 03:53 PM
09-01-2014 11:36 PM
by SGL1
7 950
Stihl engine isn't...
Marcintosh
08-12-2014 08:30 PM
08-28-2014 09:28 PM
by Marcintosh
12 1,247
Say Hello !!!
Steve
03-19-2007 11:18 AM
08-27-2014 08:33 PM
by kurtwin
1,187 333,934
» Popular Tags
2wd 4x4 article marketing bid birdscaping care charge collections subcontractor commercial credit card decorating ditches ecosymbiosis employee problems exmark ferris financing four wheel drive gopherhaul grass gravely hardscapes health holiday lighting honda how much to charge hydraulic installation landscape services lawn lawn care lawn care busines plan lawn care business podcast lawn care business seo lawn care business show lawn care business website lawn care business website seo lawn care seo lawn care website leaf lighting brass outdoor lights marketing monthly mow mulch mulch price native plants new buisness outdoor environments past due patio install podcast promotion running a business scag scag v-ride schedule seo snow starting a business steep lawns stihl sulky theft of services toro trailer mate pro truck new used landscape walk behind walker won't return
Powered by vBadvanced CMPS v3.1.0

All times are GMT -5. The time now is 12:08 AM.


(C) 2011 Riggs Publications - Terms of use & Privacy Policy

All times are GMT -5. The time now is 12:08 AM.

(C) 2011 Riggs Publications - Terms of use & Privacy Policy