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

ESTIMATES


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 11-21-2006, 06:07 PM
ALC
Guest
 
Posts: n/a
Thumbs up

HELLO, I HAVE 3 CUSTOMERS WITH THE SAME FIRST AND LAST NAME, IN THE CUSTOMER SETTING MY ONLY SEPARATER WOULD BE THE CUSTOMER ID BY DEFAULT & OR THE ACCOUNT NAME, *FOR EXAMPLE I GENERATED 3 CUSTOMERS, JOHN SMITH,, *IN THE "ACCOUNT NAME" ENTRY I ENTERED "SMITH - MAIN ST" AND SO ON, *I WOULD THINK THAT THIS ACCOUNT NAME WOULD BE FOR OFFICE USE REFFERENCE, AND THE "CUSTOMER NAME" AS THE CORRESPONDENCE NAME, IE CONTRACTS. WHEN I GENERATE A CONTRACT FOR CUSTOMER NAME "JOHN SMITH", HIS ACCOUNT NAME IS USED INSTEAD, IE SMITH-MAIN ST. * ALSO....WITHIN THE ESTIMATE LIST PAGE, THE COLUMN "CUSTOMER NAME" SAYS THE "ACCOUNT NAME" NOT THE CUSTOMER NAME, ALL FOR OFFICE REFFERENCE, BUT THE COLUMN SHOULD BE CALLED "ACCOUNT NAME".

SO MY QUESTIONS ARE, *1. HOW TO KEEP AN ESTIMATES CORRESPONDENCE FROM LINKING MY "ACCOUNT NAME" INTO MY "CUSTOMER NAME"? *2. HOW BEST TO SEPARATE SAME NAME ACCOUNTS?
THANK YOU.
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 11-22-2006, 09:53 PM
Gopher Support
Guest
 
Posts: n/a
Default

Lawn care business tipsLawn Care Business Book
You can differentiate the customers by editing the Account Name field in the Customer record screen, as you have already done. This value will appear on your invoice, estimate, and contract list screens under the "Customer Name" column. But your customers will not see the value of the Account Name field when you print their invoices. The only name information that they will see are the Header 1 & 2 fields on the Billing Address window. While the different field names can be confusing (i.e. it's called Account Name on the customer edit screen, Customer Name on some of the other screens), they both refer to the same exact data.
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
JohnsLawnCare
06-22-2016 11:14 AM
Today 04:42 AM
by JohnsLawnCare
14 523
How much to charge for...
jymie
03-31-2013 05:59 PM
Yesterday 02:08 PM
by Lori22
22 5,916
Hi from Long Island NY
Lori22
07-18-2016 02:01 PM
Yesterday 01:50 PM
by Lori22
9 167
New Business Owner
danesdanglas87
07-20-2016 12:31 PM
07-21-2016 05:04 PM
by Steve
2 95
Hi! I'm Tony from Tampa
Lawnline
07-12-2016 06:47 PM
07-19-2016 04:45 PM
by Steve
5 613
Question about...
Bradcook21
07-18-2016 05:22 PM
07-19-2016 04:38 PM
by Steve
2 105
Hello from Watertown New...
lawnmanrick81
07-19-2016 03:57 PM
07-19-2016 04:11 PM
by Steve
1 57
Gutter Cleaning Tool
DanielThomas
07-18-2016 08:23 AM
07-18-2016 04:36 PM
by Steve
1 88
Starting on a lawn care...
Coco3465
07-16-2016 11:26 AM
07-17-2016 09:20 AM
by Steve
1 116
Aspiring Company Owner
TJ136
07-12-2016 05:12 AM
07-15-2016 02:52 PM
by SC93
6 216
Hi Everyone
JavelinaLawn
07-10-2016 07:29 PM
07-13-2016 02:01 PM
by Chilehead
5 749
Review of our lawn care...
Lawnline
07-12-2016 06:40 PM
07-12-2016 06:40 PM
by Lawnline
0 388
Custom Canopies
JohnsLawnCare
07-12-2016 08:38 AM
07-12-2016 04:14 PM
by Steve
1 264
Spot checked by...
Just for Cuts
06-28-2016 02:34 PM
07-11-2016 03:53 PM
by Steve
4 282
John Deere JS40 issues
Mr. Mow
07-06-2016 01:28 PM
07-11-2016 03:52 PM
by Steve
3 209
Start My Own Business?
mowandblow1980
01-12-2016 07:43 PM
07-11-2016 11:18 AM
by DanielThomas
15 1,753
Rubber mulch...
avetslawncare
06-24-2015 09:28 PM
07-11-2016 09:11 AM
by Chilehead
9 3,292
Firefighter gone Lawn...
Firehouselawn@hotmail.com
03-10-2016 04:50 PM
07-07-2016 05:07 PM
by Steve
11 10,533
I need some business...
Firehouselawn@hotmail.com
07-06-2016 05:42 AM
07-07-2016 05:00 PM
by Steve
4 251
Business Overload
Chilehead
05-06-2016 09:27 PM
07-07-2016 04:53 PM
by Steve
24 1,256
Chemical Applications
acrajchel
06-24-2016 06:44 PM
07-05-2016 12:38 PM
by Chilehead
6 368
Is it too late?
Cpadgett
05-28-2016 09:10 AM
07-05-2016 11:54 AM
by Steve
14 871
3 Applications or 5...
stansg1fresh
02-18-2013 12:02 PM
07-04-2016 09:19 AM
by LawnPerfection
9 1,697
Best Push Mower You Have...
markty
05-14-2016 03:46 PM
07-02-2016 03:41 AM
by markty
27 1,925
Great Arborist Ladder
SGL1
06-04-2016 09:56 AM
06-28-2016 08:04 PM
by mowandblow1980
11 688
Newbie
Jhoell
06-25-2016 03:28 AM
06-28-2016 02:11 PM
by Chilehead
2 263
Say Hello !!!
Steve
03-19-2007 11:18 AM
06-28-2016 11:02 AM
by Brownieboy
1,253 440,256
Powered by vBadvanced CMPS v3.1.0

All times are GMT -5. The time now is 06:15 AM.


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

All times are GMT -5. The time now is 06:15 AM.

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