To work with a previous customer just click on their name in the client list on the left hand side of the screen.

Adding a new customer is easy, just click on the "+" key in the lower left of the screen and a fresh new screen appears ready for you to create info on a new customer.  The software will automatically generate a unique client ID number used on all of your reports and on the Client Viewer Application which you'll generate from within this program.

The Home Inventory Client Manager

You can maintain an unlimited number of clients within your Client Manager.  The client's home inventory records are attached to each Client record.  Also important to note,  you can easily set up multiple Home Inventory Client Managers to distinguish groups of customers if needed. 

Also included is the Homeowner's Insurance Company and Agent information fields.  To help you remember important details about your customer, thus providing excellent customer service, we've included a special field which allows you to record customer's household member names and a Customer and Property notes filed where you can record any additional information.

We've made it very easy to price and print your service estimates and later print your invoices after the services are completed.

As previously mentioned your customer's Client ID, Name and Address are automatically imported. Just enter some "job" size information and other billable item rates into the designated fields.  We've included standard billable items and the ability to customize and add a few of your own items.  Plus, if needed in your locality, you can use the built-in Sales Tax or Value Added Tax field to figure the taxes for you.  Just input your tax rate. You can print an Estimate or an Invoice that includes your logo and contact information. Complete pricing details and guidelines are included in the business start-up package.

We've also included a convenient built in calendar for you to schedule and keep track of all your appointments. Just enter your customers name and time on the date of the appointment. See how quickly and easily the inventory screens allow you to record the details of the individual items in your customer's home.