The Customer Account page includes an Activity Log of actions taken for the specific customer within Service Fusion! Also, Tasks can be assigned directly to a customer rather than being created via the Dispatch Grid or Calendar. Emails and Text messages no longer have to be sent to the customer via an Estimate, Job or Invoice! You can send an email or text directly from the customer account!
New notes, tasks, emails and texts can be created by using the +Add New button at the top of the Activity Feed and can be done from any of the All, Notes, Tasks or Messages tabs within the Activity Feed.
The All Tab
This tab is the default landing tab, and shows all recent activity including any notes, tasks, emails and text messages. This includes activity on estimates, jobs, and invoices, as well as payments.
The "Notes" Tab
This tab will show any notes made to the customer account with pinned notes always at the top. All other notes will be shown with the most recent note first.
Each note in this section will show the date and time the note was made and who made the note.
With the Notes section, you have the ability to Pin Notes to the top and Pin Notes to estimates/jobs. If you pin the note to the top, the note will remain always at the top of the Activity Feed.
If you pin the note to estimates/Jobs, it will show up at the top, like this on the back office side:
It will also show the Pinned Note here, on the Field Worker App:
The "Tasks" Tab
With the ability to assign tasks to customers directly, this tab helps track tasks assigned to a specific customer. All tasks indicated to be incomplete will be listed on this tab first with any tasks indicated to be complete listed in chronological order below, with the most recent task listed first. Once an incomplete task is marked as complete by clicking the status button within the task, it will be moved down the Activity Feed according to its chronological position based on the date indicated on the task.
The "Messages" Tab
This tab will only show you the text or emails that were sent to this customer, through the system. By clicking the +New, you can initiate contact with your clientele external from an estimate, job/work order, or invoice.
(1) Click the +New button, (2) you can select the Email button, to initiate an email to your customer, that is not associated with an existing estimate, job, or invoice. (3) Then you can choose to keep the from email address that populated in the From field or you can choose from other email addresses. (4) Choose to type in a new, unsaved email address into the To field, or select an email address entered on the customer contacts by clicking into the To field. (5) Enter a subject and (6) type the body of your email message. (7) If you want to include an attachment on this email, you can add it here! You choose to upload the file from your computer or from FusionDrive. (8) When you're ready to send the email to your customer, just click Send!
Sending a text message works very similarly! (1) Click the +New button, and (2) select Text Message to initiate a text message. (3) If you have ServiceCall.ai, you can choose an outbound "From" number, otherwise it will just be the default outbound number that came with the Service Fusion subscription. (4) Then, type in a new, unsaved phone number into the To field, or select an available phone number entered on the customer contacts by clicking into the To field. (5) Type your message, (6) then click Send, to send the text message to your customer.