Simplified Office Software
This is where you enter the customer's name & address. If your Customer Database has been converted it will be loaded & you will be
able to simply begin typing in your customer's name and an auto-text-search will display
names that match your typing. Selecting the customer's name from the
displayed list will automatically fill in the remainder of the fields with the address,
city, state & phone numbers. If you are entering a new customer then just continue
typing the new name & address. When the estimate is converted for use with SOS
- Estimating/Invoicing/Payroll or Simply Estimating the customer will be added to your database.
Tapping on Options brings up a menu where you can Import a Customer Database that
was created & converted by SOS - Estimating/Invoicing/Payroll or Simply Estimating.
You can also Import a Customer Database from the Summary Screen by Selecting Options/Import-Export/Import
Customer Data. (
See Getting Started for further details. )
If you have entered new Customer Info in the form, you can save this to the Customer
Database by selecting Save Customer Data.
Search the Customer Database by the Customer's Address or Phone Number.
Back To Android Estimating