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, 02:34 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, 11:19 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, 11:23 PM
Gopher Support
Guest
 
Posts: n/a
Default

Select the property tab.
Reply With Quote
  #4  
Old 11-28-2005, 11:24 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, 11:27 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, 05:42 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, 09:51 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, 05:31 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, 08:28 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, 05:31 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
Hello everyone!!!
1newkirk05
Today 03:16 PM
Today 03:47 PM
by 1newkirk05
2 21
Best two stroke oil
Greg_TopYardServices
Yesterday 07:53 PM
Today 08:30 AM
by Just for Cuts
4 55
Help Spread the word...
Sprinkler Buddy
12-02-2015 08:41 AM
Today 07:23 AM
by Sprinkler Buddy
15 1,216
Finding open bids?!?
C&DPropertyManagement
02-07-2016 01:48 AM
Today 03:43 AM
by C&DPropertyManagement
2 73
back surgery
Bradcook21
01-28-2016 08:51 PM
Today 01:06 AM
by Steve
13 316
hello all
romanlandscape
01-29-2016 03:46 PM
02-07-2016 10:20 AM
by Bradcook21
6 198
Lawn Care Book Ranked #1
Steve
02-06-2016 12:36 AM
02-06-2016 12:36 AM
by Steve
0 81
Hi
Sellers Lawn Care
02-02-2016 01:48 PM
02-05-2016 08:03 AM
by Sellers Lawn Care
4 151
Collecting payments from...
Niagara Mowing
02-03-2016 05:21 PM
02-05-2016 08:00 AM
by Niagara Mowing
7 205
SMS assist? The good,...
jcurr33
01-27-2016 10:24 PM
02-04-2016 11:53 PM
by Steve
5 224
I need some help...
Anise
02-04-2016 01:39 PM
02-04-2016 11:51 PM
by Steve
3 112
Customers dodging the...
Rocky
11-06-2015 06:22 AM
02-04-2016 03:41 AM
by C&DPropertyManagement
7 1,481
Offering a "Trial"...
wybut076
02-01-2016 06:27 PM
02-03-2016 08:26 PM
by Just for Cuts
7 241
Iowa Caucus Predictions?
Steve
02-01-2016 06:31 PM
02-03-2016 12:40 AM
by Steve
1 98
Laying White River Rock
DiamondLawnCare
02-01-2016 08:27 PM
02-03-2016 12:17 AM
by Steve
1 118
Networking for a...
jcurr33
01-30-2016 09:26 PM
02-01-2016 06:27 PM
by Steve
4 187
Customer giving a 1099?
apmAkron
01-27-2016 07:22 PM
01-31-2016 08:55 PM
by Chilehead
6 252
happy to be here
redrobin
01-29-2016 10:45 AM
01-31-2016 08:44 PM
by Steve
1 133
Thought's on an "E-Z...
jcurr33
01-27-2016 10:48 PM
01-31-2016 08:38 PM
by Steve
4 214
Changes
Knaubone
01-30-2016 10:56 PM
01-31-2016 08:31 PM
by Steve
1 120
Thoughts on this Exmark...
googus
01-28-2016 04:24 PM
01-28-2016 08:09 PM
by Chilehead
1 141
1st year in
jcurr33
10-18-2015 05:07 PM
01-28-2016 07:49 PM
by Chilehead
6 4,134
Need opinion on zero...
Mr. Mow
01-24-2016 05:42 PM
01-28-2016 07:41 PM
by Chilehead
10 354
Opinion on liquid vs...
Bradcook21
01-25-2016 02:03 PM
01-28-2016 07:38 PM
by Chilehead
9 305
Finding property size
Gageslawncare
01-25-2016 11:08 AM
01-28-2016 12:05 PM
by Gageslawncare
10 309
Tiger TG 2661 Commercial...
lawnman1959
01-25-2016 08:12 PM
01-27-2016 07:57 PM
by Just for Cuts
5 238
Spouse as a dependent?
Steve
01-26-2016 01:51 AM
01-27-2016 10:44 AM
by Chilehead
3 200
Hello All
C&DPropertyManagement
01-23-2016 12:21 PM
01-26-2016 01:24 AM
by Steve
1 175
Credit Cards - What's in...
Shark1611
06-16-2015 04:04 PM
01-23-2016 03:43 PM
by C&DPropertyManagement
17 7,677
Start My Own Business?
mowandblow1980
01-12-2016 08:43 PM
01-19-2016 07:00 PM
by Steve
12 629
State of the nation 2016.
Steve
01-12-2016 12:05 AM
01-19-2016 06:57 PM
by Steve
6 380
little help? first big...
Brian3137
12-31-2015 12:39 PM
01-19-2016 06:54 PM
by Steve
23 1,078
Hi everybody...
Greg_TopYardServices
01-14-2016 08:10 AM
01-19-2016 02:47 PM
by SC93
12 453
What's your next...
Steve
05-15-2015 12:54 PM
01-17-2016 08:48 PM
by Homeland unlimited
25 7,920
Plow controller problems
scaypa
01-12-2016 05:49 PM
01-16-2016 10:46 AM
by scaypa
4 290
Say Hello !!!
Steve
03-19-2007 12:18 PM
01-15-2016 07:23 PM
by tannerduncan
1,244 428,078
Pricing issue
Mr. Mow
07-07-2015 07:15 AM
01-15-2016 11:20 AM
by djlandscaping06
23 5,411
New College Course
Dr. D
01-14-2016 01:45 PM
01-14-2016 05:35 PM
by Steve
1 209
Yelp
Shark1611
01-13-2016 10:00 AM
01-14-2016 05:32 PM
by Steve
4 268
New to the forum from...
Doug Green
01-12-2016 12:23 PM
01-14-2016 08:34 AM
by Doug Green
2 243
Facebook advertising
Just for Cuts
12-13-2015 08:49 AM
01-13-2016 10:20 PM
by Just for Cuts
12 927
Choosing local business
Doug Green
01-12-2016 12:29 PM
01-13-2016 06:12 PM
by Steve
2 411
4 Seasons Landscaping LLC
Doug Green
01-12-2016 12:56 PM
01-12-2016 12:59 PM
by Doug Green
1 266
2016 business goals
OxfordOS
01-09-2016 04:19 PM
01-12-2016 08:36 AM
by mowandblow1980
15 574
Powered by vBadvanced CMPS v3.1.0

All times are GMT -5. The time now is 04:50 PM.


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

All times are GMT -5. The time now is 04:50 PM.

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