Customer

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Commonly Asked Questions - Customer Record
Q: A Customer has requested that an Employee does not return. Where do I track this? A:  Expand the details section of the Customer record and select assignment restrictions. Click the + icon and select the Employee from the drop down menu. C...
Enterprise - Creating Customer Records & Customer Record Avatars
What is a Customer Record? The Customer section of Enterprise contains your prospect, current, and any past customers you have worked with. These records are filled with relevant sales, and contract related information as well as invoice options, e...
Enterprise - Customer Visifile and Snapshot
What is the Customer Visifile?  The customer visifile is the first page you come to when you select a customer record. It will provide quick sets of important information for the customer including financials, contacts and messages.  ...
Enterprise - Departments
Why Create Departments? Departments help create divisions in larger customers that you work for which allows you to pull separate reporting, billing, and more! This option also allows you to document a company structure/hierarchy. Departments may n...
Enterprise - Worksites
What are Worksites? Worksites are the addresses for the physical locations that you are sending employees. They help calculate taxes during payroll, and help you document the location for each job site.  How are Worksites Different From Depa...
Enterprise - Default Customer Statuses
Customer Statuses On the Customer record, several statuses indicate how the customer is viewed in the system. While users may not use every default status to track their customers, it is useful to understand what role each order status is intende...
 Enterprise - Managing Sales and Service
The sales and service section allows sales people and/or account managers to track information specifically related to earning the client's business.  Users can save current competitor information, track their progress in the sales process...
 Enterprise - How to Change a Parent Customer
Why Change a Parent Customer? If you have accidentally created a department record for the wrong customer, or a sub-department for the wrong department, the department can be moved to the right location where you originally intended it to be. ...
Enterprise - How to Configure PEO Setup
Users may utilize Enterprise to bill back employee benefit costs, payroll and worker compensation costs, recruiting costs, etc. through the PEO module for specific customers.   *Note* Users will need to be setup with the correct securit...
Enterprise - How to Create Purchase Orders
What is a Purchase Order? A purchase order (PO) allows for accurate tracking and organization of incoming and pending orders.  These can be applied to track services, materials, groups of workers, quantity and time frame for the order. When a ...
Enterprise - How to Manage Interest Codes on the Customer
What Are Interest Codes?  Interest codes allow you to tag customer (and contact) records with different interests and requirements. Interest codes are searchable and reportable and only take seconds to add to a record so they can be extremely ...
 Enterprise - How to Set up Customer Defaults
What are Customer Defaults? Customer Defaults allow you to select key information for this customer to default onto all future order records you create. Defaulted information can help limit choices and speed up the time it takes to fill out a new o...
 Enterprise - How to Utilize the Sales Pipeline
Daily Webinar - How to Setup and Utilize the Sales Pipeline from TempWorks Training on Vimeo . For best viewing quality, expand the HD option, and select 1080p: The sales pipeline allows users to track the sales progress of the...
Enterprise - NTO ( Notice to Owner)
What is a NTO?  Notice to Owner documents are used to protect your lien rights as a staffing company and can help ensure you get paid on every job. Within the light industrial world there may be times where staffing companies may need to trac...
Enterprise - Saving Customer Contracts and Important Customer Documents
Saving Documents Where do you store your customer's contracts, important documents, job order requests, etc.? Why not in their record where they can be electronically stored anytime you need them. No need to go digging in your filing cabinets e...
How to Set Up Sales Tax on a Customer
Sales Tax in Enterprise can be applied to customers, departments and worksites.   *Note*  Typically, sales tax is location specific, meaning it should be applied based on where the employee works.  *Note*   Not all s...