Account Page Features
The Account Page serves as the central hub for managing customer accounts, offering a comprehensive overview of account details, transactions, and activity. Divided into intuitive sections, it allows users to quickly access essential information such as account metrics, job history, invoices, and service agreements. Interactive features, such as tabs for navigation and an AI-powered search tool, make it easy to retrieve specific data and take action. With tools for editing account details, viewing balances, and managing contacts, the Account Page ensures efficient and organized account management.
Prerequisites: Authorised Users.
The Account Page provides a detailed view of a specific customer account, allowing users to manage and access essential account information efficiently. It is divided into several key sections:
Header Section
At the top of the page, the Header Section displays key identifying details of the account:
Account Name and ID: Includes the customer's name, unique account number, and customer type (e.g., Residential or Commercial).
Customer Since: The date the account was created or became active.
Edit Account Button: Allows authorized users to edit account details such as billing information, primary contact, payment terms, or photo.
Tabs
The tabs at the top of the Account Page allow users to navigate between different categories of information related to the account.
These include:
Summary: Displays an overview of account details, such as billing information, Primary contact and Account Manager Information.
Saved Payments: Lists the stored payment methods for the account, such as credit cards or bank accounts, for quick payment processing. You can also add a new payment method here.
Call Logs: Provides a record of calls made to or from the account, useful for tracking communication.
Activity: Logs notable account activities, such as changes made, payments processed, or updates to account information.
Contacts: Shows the primary and additional contacts associated with the account, along with their contact details.
Service Locations: Lists locations associated with the account where services are provided.
Equipment: Displays any equipment or inventory items linked to the account, such as devices or tools provided for services.
Account Metrics
This section provides quick insights into the account's status:
Lifetime Value: The total revenue generated from the account since it was created.
Account Past Due: Displays the total overdue amount for unpaid invoices.
Account Credit: Shows any available account credit balance that can be applied to invoices.
Open Jobs: Indicates the number of jobs currently in progress or scheduled for the account.
Jobs and Transactions Table
Located at the bottom of the Account Page, this table updates based on the selected tab to display account-specific records:
Jobs: Shows all current and past jobs associated with the account, including job status and summaries of the services provided.
Future Jobs: Displays upcoming jobs scheduled for the account, helping users track pending services.
Invoices: Lists invoices tied to the account, showing invoice IDs, amounts, and statuses.
Recurring Invoices: Focuses on ongoing invoice cycles for recurring billing.
Estimates: Displays estimates created for the account.
Agreements: Lists service agreements related to the account, including active, expired, or canceled agreements.
Subscriptions: Displays recurring job appointments or subscriptions linked to the account.
Schedule: Shows all scheduled jobs, appointments and services for the account, including status.
Interactive Search
The Interactive Search is an AI-powered tool designed to provide immediate answers to account-specific questions, helping users navigate account details more efficiently. Users can ask dynamic queries, such as "How many open jobs does this account have?" or "What is the total overdue balance?" and receive clear, concise responses. The tool refers users to specific records or areas, such as invoices or jobs, that are connected to their query. This feature streamlines account management by making it easier to locate and act on key information without manual searching.
Interactive Search serves as a virtual assistant, streamlining account management and saving time
Statement of Account
The Statement of Account section provides options to:
View Balance: Display a balance breakdown for the account.
Download Balance: Generate a downloadable PDF of the statement for record-keeping or sharing.
Send Balance: Email the statement directly to the account's primary contact.
Additional Features
Account Info Panel: Displays a quick snapshot of the account, including a profile image and creation date.
Account Notes: Users can add and view notes specific to the account for internal reference.