After clicking on an unit button, this screen below would be displayed.  The 'Customer' tab is always displayed first.   This tab contains the most commonly accessed customer information including address, rental date, phone numbers, notes, etc.  You may change any customer information you want at anytime except for the rental date after you take the first payment.  NOTE: The only required information to rent a unit is their last name.  All other information is optional, so while this screen may seem daunting with all the possible information you can enter, remember that you only have to enter their last name and click [Rent] at the bottom of the screen.  Note: Please view additional screen captures at the bottom of this page.

The toolbar on the bottom of the screen allows you to perform unit maintenance.   You can print customer reports, receive payments, update customer information, move the customer to another unit, vacate the unit, lock out the customer, flag unit as damaged, and return to previous screen.  The next tab is the "Settings" which is displayed below.  This tab is the detailed information and settings for this customer.  Once again this screen may seem daunting, but for the average customer, you don't have to change any settings on this tab.



The customer settings are unique for each customer.  You can flag this customer to receive monthly billing notices, tax exempt, late fee exempt, or flag them as a credit card payee.  You can also link other units to this customer's "master" unit allowing you to rent more then one unit to this customer, but have all payments for all the units accepted here.  You can link up to sixteen units together.  This means the customer will only receive one bill for all sixteen units.  Now the next tab is the "Payment Info" tab showing you payment history for both the unit and current customer, including a complete history of all letters that were sent to the customer.  In the Current Customer Frame you can see that December is Red, that means the customer owes you rent for that month and how much they owe you.



 The next tab is the "Payments" tab which shows you a detailed listing of all payments for the current customer renting this unit.  In our demo, we accepted all these payments on the 22-Dec-2009, so all the dates are the same on the first column.  Each column shows you everything you need to know about each payment this customer has given you including taxes and check number.  If you use the PayPal Credit Card plug-in, the credit card transaction ID will also be displayed for each payment.  You also have the ability to sort this screen in several ways.


The next screen is rather unique to our software.  We track every letter and every receipt that is printed by our software, which other software companies do too, but our uniqueness is we store an image of each one.  What does that mean?  That means at any time after you print the letter or receipt, no matter days or weeks or years, you can view and reprint that letter.  For instance in this example we sent this customer a PreLien letter on 22-Dec-2009, with our software you have the ability to reprint that PreLien letter months or even years from now, and the same thing for receipts, if a customer comes to you at the end of the year and needs a copy of a receipt you gave them back in June, our software can quickly print out that exact receipt in December as easily as in June.

The "Notes" tab allows you to enter an unlimited number of one-line notes for the current customer for any reason you wish.  In our example we documented calling the customer and also his return call informing us when he was going to pay the bill.  You can use this section for any reason you wish where you want to keep notes on this particular customer.  You also have the ability to delete any of the notes if you wish, but don't worry about our database, it can store millions of transactions and notes so you never have to worry about running out of room.

The next tab is used for interfacing with gates.  Currently we only interface with the DoorKing gate system but are actively creating an interface for DigiGate as well.  Our DoorKing interface allows you to use the common settings you setup in Database-Options or you can have each customer operate under unique gate settings.  That's one of the major differences with our software, we allow you to decide how each customer is treated and not have to lump general settings on every one of your customers.

This is the "Unit Settings" tab.  This area allows you to change settings for this unit that are not related to any particular customer.  You can change the rent amount for this unit at anytime, whether the unit is rented or vacant.  You can also change the unit size, however this only changes the text not the actual graphics of the unit.  Why do this if the graphics don't change?  Because several reports depend on the size to calculate rental usage for several reports.  This tab also allows you to set a future rent increase as well as document any comments that are unique to this unit.  A new feature we just implemented allows you to reload a prior vacated customer into this unit using the "Prior Customers" list.  You simply double click on the prior customer information and the customer will be reloaded into this unit.  This is particularly useful if you mistakenly vacate a customer.


NOTE:  If you have any questions about anything on this page, then please contact us at sales@tredd.com or our toll-free number so we can fully explain all the benefits of our software. 

 

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