Getting Started with Customers

Overview

The Customers page allows you to create and update Customers on your Pruvan account. Customers can be added to projects and integrations to help with invoicing and financial tracking.  Any Active customer can be added to an individual project, to a Worktype, or to an integration to automatically apply to all integrated orders. Below is a quick look at the layout of the Customers page.

A. Customers Sub Menu

This menu contains most of the tools available in the Project Manager:

• New - This button brings up the new Customer window. 
• Edit - This button brings up the edit Customer, and only works when a single project is selected from the current Customer table.  In this window you can change all fields and tasks for the selected Customer.
• Sync With QuickBooks - This button allows you to sync your Customer information with your QuickBooks account. You'll need to set up the QuickBooks Addon before you can do this. Syncing your customers will bring all QuickBooks customer information into Pruvan, and send your Pruvan customers back to QuickBooks if you have created them.
• Show Inactive - Clicking this button will include all Customers marked Inactive in the Customer Table.
• Search - The current project table will only show projects that match the value entered in to this field.  All table fields are searchable.

B. Navigation Sub Menu

This menu bar contains the normal navigation, selection, and export tools available throughout Pruvan Online.

• Pruvan Online Navigation Sub Menu

C. Current Customers Table

This table shows you all of your current projects, and can be filtered based on your selections in the Project Manager Sub Menu.  Clicking on the column header allows you to sort the projects listed by that column, either ascending or descending alphanumerically.  You can also save the applied filters and searches to a View for searches that are repeated frequently.

• Name - This is the name of the Customer. 
• Phone Number - This is the primary phone number listed on the Customer. This does not show any contact specific information.
• Email - This is the primary email address listed on the Customer. This does not show any contact specific information.
• Service Address - This is the customer's Service Address. This address can easily be added when creating new projects for this Customer.
• Status - Displays whether the Customer is Active or Inactive. Inactive customers will not appear in drop-down menus to add to Projects or Integrations.  
• Source - This shows whether the Customer was created in Pruvan or QuickBooks
• External ID - This shows the ID of the Customer in QuickBooks
• Contacts - The number of Contacts saved in this Customer record.
• Net Terms - This is the default payment terms for invoice.  These terms determine the due date relative to the Invoice creation date.
• Notes - Any Note saved in the Customer record will be displayed here.

Create a New Customer

A Customer can be created by simply entering a Customer name when creating a new Project, Integration, or Invoice. This will create a new entry in your Customers list with only the name entered. You can edit the Customer to add any additional information.

You can also create a Customer from the Customers page by pressing the New button from the Customers page.

 

• Enter the Customer name, along with a primary phone number and email address
• Choose whether you want to Share your results with this customer
  • Selecting Yes will automatically share all projects with this Customer using the Client Portal
• Enter a Service Address
  • This address can be quickly added when creating a new project for this Customer
• Enter a Billing Address
  • This address will be automatically used on Invoices for this Customer
• Choose the Net Terms to be used on Invoices for this Customer
• Enter any Notes for your account. These notes are not sent to your Customer.
• Save the Customer, or click the Contacts tab to add Contact information

• Click the New button to add a Contact
• Each Contact must have a Name, and can have an email, phone number, and Notes listed.
• Click the - Button if you want to remove the Contact
• Click Save Customer to finish, or click New to add additional Contacts 

Edit Customers

You can edit a Customer by selecting it on your Customers table and then clicking the Edit button. All fields can be edited, but Customers cannot be Deleted once they are created. You can change the Customer status to Inactive to hide by default in your Customer list and to remove the Customer from drop-down menus in Pruvan. Select the Customer(s) you want to hide, then click the Mark Inactive button. This button will only appear when you have selected an Active Customer.