Customer Record

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General Information

1

Hank Hanson

Residential

2024-11-21

None

Referral

Wes Anderson

Primary Address

123 Fake Street

Kindersley

SK

A1A 1A1

(306) 555-1234

(306) 555-5678

hankhanson@gmail.com

Mailing Address

Same as Primary Address

Billing Address

Same as Primary Address

Locations
Location Type Location Name Contact Person Address City Province Postal Code Preferred Technician
Location Type Location Name Contact Person Address City Province Postal Code Preferred Technician
Location Type Location Name Contact Person Address City Province Postal Code Preferred Technician
Location Type Location Name Contact Person Address City Province Postal Code Preferred Technician
Contacts
Location Name Contact Type First Name Last Name Job Title Phone Email
Location Name Contact Type First Name Last Name Job Title Phone Email
Location Name Contact Type First Name Last Name Job Title Phone Email
Location Name Contact Type First Name Last Name Job Title Phone Email
Equipment
Location Equipment Type Manufacturer Model Number Serial Number Unit ID Last Service Installed By
Location Equipment Type Manufacturer Model Number Serial Number Unit ID Last Service Installed By
Location Equipment Type Manufacturer Model Number Serial Number Unit ID Last Service Installed By
Location Equipment Type Manufacturer Model Number Serial Number Unit ID Last Service Installed By
Maintenance Agreements
Maintenance Package Recurrence Start Date Last Date Next Date
Maintenance Package Recurrence Start Date Last Date Next Date
Maintenance Package Recurrence Start Date Last Date Next Date
Maintenance Package Recurrence Start Date Last Date Next Date
Maintenance Work Orders
Maintenance Package Work Order Date Work Order Number
Maintenance Package Work Order Date Work Order Number
Maintenance Package Work Order Date Work Order Number
Maintenance Package Work Order Date Work Order Number
Estimates
Date Estimate ID Project ID Customer Job Name Job Address Job City Job Province Estimated Total Estimate Status
Date Estimate ID Project ID Customer Job Name Job Address Job City Job Province Estimated Total Estimate Status
Date Estimate ID Project ID Customer Job Name Job Address Job City Job Province Estimated Total Estimate Status
Date Estimate ID Project ID Customer Job Name Job Address Job City Job Province Estimated Total Estimate Status
Projects
Project ID Start Date End Date Project Manager Project Total Project Status
Project ID Start Date End Date Project Manager Project Total Project Status
Project ID Start Date End Date Project Manager Project Total Project Status
Project ID Start Date End Date Project Manager Project Total Project Status
Work Orders
Date Work Order ID Project ID Customer Job Address Service Type Technician Total Hours Total Amount Service Order Status Billing Status
Date Work Order ID Project ID Customer Job Address Service Type Technician Total Hours Total Amount Service Order Status Billing Status
Date Work Order ID Project ID Customer Job Address Service Type Technician Total Hours Total Amount Service Order Status Billing Status
Date Work Order ID Project ID Customer Job Address Service Type Technician Total Hours Total Amount Service Order Status Billing Status
Invoices
Invoice Date Invoice ID Service Date Project ID Work Order ID Customer Job Location Invoice Amount Invoice Balance Payment Status
Invoice Date Invoice ID Service Date Project ID Work Order ID Customer Job Location Invoice Amount Invoice Balance Payment Status
Invoice Date Invoice ID Service Date Project ID Work Order ID Customer Job Location Invoice Amount Invoice Balance Payment Status
Invoice Date Invoice ID Service Date Project ID Work Order ID Customer Job Location Invoice Amount Invoice Balance Payment Status
Notes
Date Author Note Text
Date Author Note Text
Date Author Note Text
Date Author Note Text
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