Accounts

Common database of customer information, shared and updatable and from all other modules.

Account Profile Information

Contact Management

Billing Information

Customized Client Portal Settings

Assigned Management Team

Company Goals & Objectives

Building Profile Information

Work Site Addresses

On-Site Contact Information

Assigned Technician(s)

Building Photos

Map of Equipment Locations

Age, Square Footage & Energy Star Rating

Equipment Inventory

Stored by Building

Data Plate Information

Equipment Photos

ASHRAE Expected Useful Life

MSExcel and MSWord Downloads

Syncs with Mobile App

Sales & Account Management Tools

In addition, Connect’s Account Module provides a portfolio of sales and account management tools and documents to use during the maintenance sales cycle. These include but are not limited to:

First-Call Documents

Photo Gallery

wordexcel

Equipment Inventorires