Yes, using pricing groups you can set up various customer level pricing. We recommend defining a base price for the product, such as $12,000, and applying discounts based on customer groups. For example, business customers (B2B) might receive a discount, resulting in a final price of $10,000, while consumer customers (B2C) pay the full $12,000. This discount is automatically applied at the time of invoicing, ensuring accurate pricing for each customer type.
Yes, you can upload attachments related to customers, including scanned documents or PDF files such as licenses, certificates, or contractual agreements. These attachments can be stored in a digital format within the system and accessed easily whenever needed. Additionally, there is a document management system available on the customer side for efficient organization and retrieval of attachments. Furthermore, you can utilize extended data fields to capture and store additional information as alphanumeric or numeric data. These features provide a comprehensive solution for managing customer-related documents and information within the system.
The ticketing system allows for the creation of tasks or tickets to address client issues or tasks internally. When a client calls in with a problem, a ticket is created, and it gets routed to the appropriate person for resolution. This ensures that the client is notified of the progress and status of their issue. Initially, the preference is for employees to create the tickets, but there’s potential for clients to submit tickets directly in the future. The system allows for tracking ticket status and progress, and tasks can be reassigned if necessary. Email notifications can be configured to keep clients informed about the status of their tickets, although this depends on the management decision and preference regarding communication volume and content.
Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.
Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to support@greenestep.com
Login into the Cloudfront Web Portal, navigate to the Products Master under Products Module to update, create new or upload multiple images easily.