1. Create a new customer from CRM
1. Here you will find a list of all contacts already created. In the search bar you can search for a specific contact. At the top left, you can still create Filters and Templates.
2. By pressing the "+ New" button you can create a new contact.
2. Fill in the basic information and create the contact
3. In "General" enter the customer's contact information.
4. At "Request" specify the customer's request information so that the correct project can be created for this customer.
5. After completing at least the required fields, press the "Create" button.
3. Fill in other customer information and add an address
6. When you open the contact then here you have the taskbar. Here you will find all projects, documents, quotes and invoices under this contact.
7. You can also edit the contact information if necessary by clicking the button at the top right.
8. Here you can add your client's address. There is a difference between the address you fill in here and the final address where you will execute the project. You enter the project address within the project.
9. To add an address press "+ New".
4. Enter the address
10. Fill in the address and select the correct address. After this, press "Save."
5. view the projects within a contact
11. On this map you can see a top view of the completed address.
12. By going to the "Projects" tab you can see all the projects created under this contact.
6. Go to the project overview of this customer
13. Here you see a list of the projects hanging under this client.
14. To create a new project under this client, press the "+ New" button.
7. Open a new project
15. Because you create a project within a contact, you do not need to fill in the contact information, this is already done for you.
16. With the project data you specify the type of project to be run.
Type: Here you can select which ProjectType you want to create. (Note, if you want a different ProjectType, you will have to clear the box first by pressing the cross that will appear). In this case, the project type is "Solar Panels".
Group: Should you want multiple projects linked together, you can select the group here. You use this for example for housing associations.
Source: How did this customer find you? That's actually the question being asked here. If this is tracked properly, you can easily see in the statistics if, for example, an advertising sign helps in acquiring new leads.
Account Manager: This is the person who will oversee/handle this project.
Review form: Should you want to be able to fill out a form on the project, it can be selected here.
Status: The status of the project, by default this will probably always be "New Lead".
Friends4Friends: Should this client have been referred to you through another client, you can indicate that here, this so that any fees can be paid.
17. After completing all required fields, you can create the project and possibly the new contact, by pressing "Create." When you create the project, it opens immediately.
8. Create the new project
18. When you open a project, you see a taskbar with all the functions associated with the project. One part of this is the Layout Plan.
19. Here you will find the contact information of the person linked to the project.
20. Here you will find the project address. This address may be different from your contact information address. You can also change this address by pressing the pencil icon.
21. Here you can see a list of all quotes made for this project. You can also add new ones by pressing '+ New'.
22. Finally, you can add a form under this project(by pressing 'New Form' (or by going to the taskbar see step 18 and pressing 'Forms' here). This form can then be found again in both places. Also, this form can be viewed in the Mechanic Overview for additional information during installation.
