field service software - service dispatching software - plumbing software - hvac software - Electrical Service Softwarefield service software - service dispatching software - plumbing software - hvac software - Electrical Service Software field service software - service dispatching software - plumbing software - hvac software - Electrical Service Software
field service software - service dispatching software - plumbing software - hvac software - Electrical Service Software
 
 

Customer Letters and Correspondence

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Overview

Sample templates for letters, memos, and events may be used and modified for sending personalized messages to your customers. And, because this feature uses word aprocessing program most people are already familiar with, there is no need to learn yet another program. The Documents folder within the customers master record will allow you to create and store all of the correspondence pertaining to the customer. All correspondence is saved electronically and can be retrieved and/or emailed directly from within our program and without leaving your desk, saving time and money.

Another powerful feature of Shafer's Customer Master is the ability to store digital picture files directly within the documents folder. Photos of your customer's equipment or damage documentation photos are just two examples of what cab be stored. Just think about the possibilities this feature could provide your company!

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· Create Letters

Create letters and store them directly in the customer's file and store them for future reference.

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· Mail Merge

Letter templates can be created and a mail merge function used. When a new letter template is opened, the customers information will automatically populate the designated individual fields (current date, customer's name, etc.).

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· Store Digital Pictures

Any photos or other images related to the customer or their jobsite can be stored directly in the customer's master file.

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· Store Correspondence

Correspondence can be created and stored directly within the customers file.

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· Create/Store Events

Events and reminders can be placed with a customers master file. Any event added to the documents folder will allow the option to send a notification to another user within the system.

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