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Creating an Account

From the main home screen:

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Click here to access the Accounts screen:

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You will be presented with a list of all the Accounts on the system: 

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You are able to search for an existing Account using the filter button to ensure that the client doesn’t already exist on the system:

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If the Account doesn’t exist, you can create it using the button top left: 

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Complete the screen as presented. Some fields are mandatory and must be completed and these are marked with *. Other fields are not mandatory and may filled in as applicable. Make sure you complete the Installation Address accurately as this is used later in the workflow.

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Once you have completed the screen press Save and you will see your newly created Account.

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If you want to create a job directly from the Account then clicks the ‘Jobs’ tab and ‘Create Job’

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