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, 07:07 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, 10:53 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 from Kentucky
TRV
09-30-2014 06:42 PM
Yesterday 05:57 PM
by TRV
12 1,450
leaf removal
Double J LLC
10-03-2014 05:24 PM
Yesterday 04:35 PM
by achri12
26 2,666
Thanksgiving cards
Steve
11-10-2008 11:57 AM
Yesterday 04:29 PM
by achri12
3 8,632
Hi to you NOTHERNERS
stevef1201
11-11-2014 05:56 PM
Yesterday 10:27 AM
by kslawn
6 445
Happy Thanksgiving!
Steve
Yesterday 09:48 AM
Yesterday 09:48 AM
by Steve
0 34
Say Hello !!!
Steve
03-19-2007 12:18 PM
11-26-2014 10:30 PM
by Just Cuts
1,194 349,246
Contract or no contract?
TRV
11-20-2014 09:18 PM
11-26-2014 09:23 PM
by stevef1201
5 312
Good help is hard to find
Hanks Lawn Care Services
11-19-2014 03:27 PM
11-26-2014 09:16 PM
by stevef1201
9 370
New parking area
ExtremeLawncareServices
11-07-2014 09:47 PM
11-26-2014 07:32 PM
by ExtremeLawncareServices
4 467
These are the days on...
ExtremeLawncareServices
03-22-2014 10:12 AM
11-26-2014 07:22 PM
by ExtremeLawncareServices
178 14,356
Pics for website
tbtigers03
11-21-2014 05:40 PM
11-26-2014 12:12 PM
by Just for Cuts
5 268
Hi from IL
steveinil
11-25-2014 02:07 PM
11-26-2014 11:21 AM
by Steve
1 93
WNY saying Hi.
Sargewesser
11-25-2014 07:27 AM
11-26-2014 11:20 AM
by Steve
1 98
How to: Use Thumbtack...
acrajchel
11-17-2014 06:39 PM
11-26-2014 11:19 AM
by Steve
18 686
Peco Bagger
AGPS
11-18-2014 02:20 PM
11-26-2014 10:58 AM
by Steve
10 431
Beginner Mistakes:...
Steve
01-31-2007 12:45 PM
11-26-2014 10:57 AM
by Steve
22 6,327
Billboards for marketing
ExtremeLawncareServices
11-16-2014 08:39 PM
11-26-2014 10:40 AM
by Steve
14 488
How much do you up sell...
Essex Groundskeeping
11-23-2014 07:13 PM
11-24-2014 06:29 PM
by stevef1201
8 254
This sucks...
Matther777
09-18-2014 05:56 PM
11-24-2014 05:49 PM
by biglee
16 3,295
Pressure Washing...
WesleySnips
07-31-2014 07:13 PM
11-24-2014 04:32 PM
by acrajchel
4 718
New website
Chilehead
11-20-2014 04:39 PM
11-23-2014 07:40 PM
by Just for Cuts
12 383
My site is on fronts page
tbtigers03
11-14-2014 05:58 PM
11-22-2014 10:49 PM
by Just for Cuts
16 612
Belt dealer problem
googus
11-21-2014 08:45 AM
11-21-2014 06:36 PM
by Steve
2 211
What is going on with...
biglee
11-14-2014 03:04 PM
11-20-2014 02:50 PM
by biglee
40 1,069
My advice for new guys
avetslawncare
11-15-2014 09:32 AM
11-19-2014 01:47 PM
by biglee
10 618
Lawn Care business...
crieg122
10-23-2014 02:23 PM
11-19-2014 12:39 PM
by acrajchel
28 1,987
raking leaves ?
robert8509
10-22-2014 10:19 PM
11-18-2014 04:24 PM
by acrajchel
14 1,556
Leaf removal
madmedic8575
10-24-2014 05:14 PM
11-17-2014 07:34 PM
by acrajchel
6 1,287
sod job
SGlawncare
10-30-2014 09:21 PM
11-17-2014 07:10 PM
by acrajchel
7 875
Customer wants me to...
Mr. Mow
11-09-2014 07:13 AM
11-17-2014 06:48 PM
by acrajchel
10 649
Hello!
Brian3137
11-11-2014 07:15 PM
11-17-2014 06:46 PM
by acrajchel
14 573
small biz in Phoenix,AZ
anthonyramos1
11-08-2014 09:35 PM
11-17-2014 05:59 PM
by acrajchel
2 401
Client won't pay...
WesleySnips
10-30-2014 03:53 PM
11-17-2014 05:37 PM
by acrajchel
22 1,495
Government contracts
avetslawncare
11-15-2014 08:50 AM
11-17-2014 12:59 PM
by Steve
2 354
Need help on deciding a...
Brian3137
11-10-2014 06:32 PM
11-17-2014 12:44 PM
by Steve
12 624
West cost lawn prices
SGlawncare
10-09-2014 10:51 PM
11-16-2014 07:54 AM
by stevef1201
8 1,707
So how do you guys...
Mr. Mow
10-26-2014 08:55 AM
11-15-2014 08:44 AM
by avetslawncare
14 1,829
Truck, Trailer,...
hawthornelawncare
12-23-2011 01:01 AM
11-13-2014 08:35 AM
by jrs.landscaping
81 32,029
The most dangerous part...
Steve
10-06-2014 03:45 PM
11-12-2014 05:05 PM
by stevef1201
14 1,794
A little hang up in snow...
stevef1201
11-08-2014 07:05 AM
11-12-2014 12:51 PM
by Steve
4 534
Bi-weekly winter...
lxarth
11-04-2014 08:37 PM
11-12-2014 10:06 AM
by WesleySnips
9 744
taking first steps...
sizemorelawncare
11-10-2014 08:24 PM
11-11-2014 01:21 PM
by Steve
1 423
Back Pack Blower
Ian Lovejoy
11-09-2014 08:41 AM
11-11-2014 08:12 AM
by Just for Cuts
4 493
Business Cards
crieg122
10-25-2014 01:03 PM
11-11-2014 07:56 AM
by Just for Cuts
12 1,451
How the unregister?
alive101
11-04-2014 07:39 AM
11-10-2014 01:48 PM
by Steve
4 700
Belt adjustment question
googus
11-05-2014 06:43 AM
11-10-2014 01:38 PM
by Steve
5 602
Podcast
Shark1611
11-07-2014 05:42 PM
11-10-2014 11:41 AM
by Steve
1 398
hi, from Minnesota
rjklohn
11-07-2014 02:21 AM
11-07-2014 01:44 PM
by Steve
1 412
New to snow plowing
SS.Lawncare
11-05-2014 04:00 PM
11-07-2014 01:21 PM
by Steve
6 682
New Member
tonyap
11-05-2014 10:35 PM
11-07-2014 01:15 PM
by Steve
1 456
» Popular Tags
2wd 4x4 apartment complex bark bob villa care charge christmas collections edging employee problems equipment rental exmark ferris four wheel drive gopherhaul grass gravely hardscapes hills holiday how much to charge how to bid husqvarna hydraulic jobs kawasaki labor cost landscape services lawn lawn care lawn care business podcast lawn care business seo lawn care business show lawn care business website lawn care business website seo lawn care website lighting lighting brass outdoor lights managing a lawn care business mowing mr dave mulch mulch estimate new buisness past due per hour service podcast push versus ride redmax savannah scag v-ride scripts search engine optimization seo shell small engine repair sprayer starting a business starting a lawn care business sulky theft toro tractor auger trailer trimmer rack up sell employee walker wood wright stander rh
Powered by vBadvanced CMPS v3.1.0

All times are GMT -5. The time now is 06:59 AM.


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

All times are GMT -5. The time now is 06:59 AM.

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