- Customers are individuals or companies that get or pay for products or services. Every ServiceBridge Account has the ability to manage their customers.
- Customers sync with QuickBooks Online (QBO)
- "Display Name" is the unique identifier for a Customer because that's the unique identifier in QBO.
- Typically a Customer has a single location and a single contact however it's possible to have many locations with many contacts for a single customer.
- Jobs get created on Customer Locations, not necessarily for the Customer.
- Invoices are created for Customers. Each Invoice can have many Jobs.
- A Customer can have many attributes, such as if they are a third party bill payer, the marketing campaign that helped acquire them, and many more. Read this for more details create-a-customer
- NOTE: Prospects functionality is in beta. Contact the ServiceBridge Support Team to enable. If Prospects are enabled, then users will have access to a Directory → Prospects item in the left side menu.
- Prospects are potential Customers and are structured as such (a Prospect object is almost identical to a Customer object)
- Prospects can have Estimates.
- Prospects are automatically converted to Customers when the first Estimate is won.
- Prospects can have Payments (e.g. a prepayment as part of an estimate)
- Prospect syncs with QBO. A Prospect in ServiceBridge is a Customer in QBO.
- NOTE: Leads functionality is in beta. Contact the ServiceBridge Support Team to enable. If Leads are enabled, then users will have access to Actions → Leads item in the left side menu.
- Leads are requests from existing or potential Customers or Prospects and are structured as such (a Lead object is different from a Customer object)
- Leads contain information about customers and the marketing campaigns which led them to submit a request. When leads are matched to records and combined with invoices this helps calculate Marketing Campaign ROI. Read more about leads here: how-to-setup-marketing-campaigns-leads-and-marketing-roi-reports
Here are several examples how this works in ServiceBridge:
- New Lead (a call or web form) → New Prospect → New Estimate → Estimate Won → Prospect converted to new Customer → New Work Order for new Customer
- New Lead (a call or web form) → Existing Customer → New Estimate → Estimate Won → New Work Order for existing Customer