Page Comparison

Status

Identifies the account being created as either Prospect or Active.

Select ‘Prospect’ to create the account for future sales opportunities.

N/A

Source

Indicates how the account was acquired. Referral, Acquisition, etc.

Setup > Customer > Source

Account Division

The division the account belongs to. The division the account is assigned determines who handles the account in other areas such as Dispatch and Operations.

Setup > System > Division

Site Division

The division the specific site belongs to.

Setup > System > Division

Account Class

The classification of the account.

Setup > Customer > Account Class

Service Address

Service Address fields apply to the physical location where services are rendered.

Name

The name for the account.

N/A

Name 2

Identifies a subsidiary name for the account (Dept., c/o, etc.).

N/A

Address Line 1

Entry field for the building number and street name/number for the service location.

N/A

Address Line 2

Suite#, Floor#, PO Box#, etc.

N/A

City/State/Postal Code

City, State and Postal Code for the service location.

N/A

Phone

The phone number for the service location.

N/A

Website

The link to the website for the customer.

N/A

PO#

The purchase order number for the customer.

N/A

EPA

Environmental Protection Agency (EPA). Enter the State ID or other number found in the contract.

N/A

Signature Required

If selected, requires the driver to get a signature from the service location.

N/A

Billing Address

The mailing address for the account.

Same as Service Address

Indicates the service address and mailing address are the same. This box defaults to being checked.

N/A

Name

The name for the account.

N/A

Name 2

Identifies a subsidiary name for the account (Dept., c/o, etc.).

N/A

Attn

Where the mailing should be directed to when received at the address.

N/A

Address Line 1

Enter the building number and street name/number here for mailings to be sent.

N/A

Address Line 2

Suite#, Floor#, PO Box#, etc.

N/A

City/State/Postal Code

Enter the City, State and Postal Code where mailings are sent.

N/A

Phone

The phone number for the account handling the billing for this location.

N/A

Account Contact Information

Contact Name

Identifies who the contact for the site is.

N/A

Contact Phone

Reachable phone number for the site contact.

N/A

Title

The title or role of the site contact.

N/A

Phone Type

Indicates if the phone number listed is mobile, home, office, fax or other.

N/A

Contact Email

Email address for the site contact.

N/A

Billing Contact

If selected indicates the site contact is also the billing contact.

N/A

Billing

Bill Group

Division specific billing group the account is placed in.

Setup > Accounting > Bill Group

Setup > Accounting > Default Bill Group

Invoice By Email

Delivery method for the invoice. If ‘No’ is selected, the invoice can only be printed.

N/A

Term

Indicates the length of time the customer has to pay.

Setup > Customer > Account Class

Setup > Accounting > Term

Surcharge Group

Indicates if the account is subject to a surcharge.

Service Regions may be set up to have a default Surcharge Group.

Setup > Services > Surcharge Group; Surcharge

Setup > Services > Service Region

Auto Status Update

Indicates if the account should be automatically updated to an inactive status

Setup > Customer > Account Class

Apply Finance Charges

Indicates if late fees should be applied when the account is past due.

Setup > Customer > Account Class

Exclude From Past Due Notification

If selected this will not send out past due notifications to the customer.

N/A

Sales

Sales Rep

Indicates the sales representative responsible for the account.

Setup > System > User

Service Region

Indicates the location of the customer usually by city, town or county.

Setup > Services > Service Region

Tax Region

Identifies the tax region for the account. If no tax region is selected the account is considered tax exempt.

Setup > Accounting > Tax region