Customer Information Tab

The Customer Information Tab is the System's Main Control Center. Storage and Management of all the Customer's Information is done here. (Screen Shot)

  • Customer Name
  • Contact
  • Street Address
  • City
  • State
  • Zip Code+Automatic Zip Code Locator
  • Home Phone Number
  • Home Fax Number
  • Cell Phone Number
  • Pager Number
  • Work Phone Number+Extension
  • Work Fax Number
  • Alternate Phone Number+Extension+Details
  • Email Address
  • Customer Additional Details
  • Account Type
  • Service Agreement Setup
  • Search by Name
  • Search by Address
  • Search by Telephone
  • Search by City

Customer Service Manager© 4.1

Never before has such an intuitive and user friendly HVACR Record Management System been offered at such an affordable price. Customer Service Manager has an incredible database that allows you to enter all of your customer's information in one place then navigate through the entire system with tabs.

Some of the many features that are included with this Powerful HVACR Record Management System:

  • Multiple Workstation Environment Ready
  • Company Configured Rate Schedule
  • Professional, Customizable Service Invoices
  • 1 Click Service Call Generating
  • Automatic Record Locking
  • Built-in Mapping System
  • Built-in Area Code Lookup
  • Built-in City and Zip Code Lookup
  • Comprehensive Help System

Service Locations Tab

Click the Service Locations Tab and enter unlimited service locations for any customer. (Screen Shot)

  • Integrated Owner/Billing Information Display
  • Unlimited Service Locations for each customer
  • Service Location Contact Editor
  • Service Location Search
  • Simple Service Location Addition/Removal
  • Easy Equipment Information Access
  • Built-in Service Location Mapping System
  • Comprehensive Help System

Equipment Information Tab

Click the Equipment Information Tab to find 5 more tabs organized to allow entry of up to 40 pieces of equipment at each service location. (Screen Shot)

  • Equipment Make
  • Equipment Model
  • Equipment Serial
  • Equipment Installation Date
  • Extended Warranty Generator/Viewer
  • 5 Equipment Tabs by Category:
    • Furnaces & Air Handlers
    • Condensing Units - A/C & Heat Pumps
    • Boilers & Water Heaters
    • Air Filters & Humidifiers/Dehumidifiers
    • Additional Equipment

Service History Tab

Click the Service History Tab to browse through the complete service history for the current customer & Edit any of the information. (Screen Shot)

  • Fully editable invoice style viewing format
    • Service Location
    • Billing Information
    • Service Details
    • Recommendations
    • Labor
    • Service Checklist
    • Parts/Materials
  • Automatic Service Call Rate Schedule
    • Standard
    • After Hours/Holiday
  • Automatic Hourly Labor Rate Schedule
    • Standard
    • Overtime/Holiday
  • Automatic Refrigerant Pricing Schedule
  • Automatic Sales Tax Schedule
  • Built-in Math functions calculate invoices automatically.

New Features in Version 4.1

New Equipment Search that allows searching for equipment by make, model number, serial number or installation date with printable search results.