Account Screen Field Descriptions

Pathway: Customer > Add Account

Field	Description	Setup and Default Setting Locations
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. Making a selection here helps with future marketing endeavors.	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. This field uses Google Location. Begin entering the location’s name or address (ex: Bill’s Hardware or 123 Radio Dr.) to initiate the search feature. Select the address from the search results to auto-fill all address fields for the account.	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
The Service Address fields below are not available for Account Class selections: Residential and HOA.
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. This field uses a Google location search. Begin entering the location’s name or address (ex: Bill’s Hardware or 123 Radio Dr.) to initiate the search feature. Select the correct address from the search results to auto-fill all other address fields for the account.	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

Account Screen Field Descriptions

Field

Description

Service Address

Billing Address

Account Contact Information

Billing

Sales