Surepaint CRM V2 docs

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How to Install Module ​

  • Navigate to " Setup > Module " section on the dashboard.

  • After you are navigated to Module page, click on the " Choose File " option to upload the zip file under the upload section .

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  • Select a zip file and click on the Install button to install it in the CRM .
  • Once installed search its name and Activate it by click on the Activate option under the file name as it is deactivate by default . The zip file is the activated and you are able to use its features .

Contract Module ​

Introduction ​

Built-in feature of Perfex CRM but specific changed are made on user requirement .

  • Click on the "Contract Section " to view the contract page on the dashboard .

Changes Made ​

  • Create contract for :

    • Subcontractor

  • Renamed :

    • Customer > Residential

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Modifications in Customer Form ​

  • Fields added in Customer Form :
    1. Assigned
    2. Payment Schedule
    3. GST
    4. Start date as Commencement date
    5. End dater as Completion date
    6. Proposal Number
    7. Address
    8. Representative
    9. Representative Mobile
    10. Public policy
    11. Workover Policy
    12. Special Conditions
    13. Resident Address.
  • " Save & Send " button inserted to save the form and send E-mail to the Residential .

Modifications in Subcontractor Form ​

  • The Subcontractor form is same as Residential form but some fields are added .
  • The following fields are added in the Subcontractor form :
    1. Sub Contractor
    2. Assigned
    3. Payment Schedules
    4. GST
    5. Contract Period (in Months)
    6. Licence No
    7. ABN No
    8. PUBLIC LIABILITY INSURANCE Company Name
    9. Policy No (PUBLIC LIABILITY INSURANCE)
    10. Current to (PUBLIC LIABILITY INSURANCE)
    11. WORKERS COMPENSATION INSURANCE Policy No
    12. Current to ( WORKERS COMPENSATION INSURANCE)
    13. PERSONAL SICKNESS AND ACCIDENT INSURANCE Company Name
    14. Policy No (PERSONAL SICKNESS AND ACCIDENT INSURANCE )
    15. Current to (PERSONAL SICKNESS AND ACCIDENT INSURANCE )
  • " Save & Send " button inserted to save the form and send E-mail to the Subcontractor .

Contract Dashboard ​

  • Can view the created contract at the bottom of the Contract Dashboard .

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Modifications in Contract Overview Table : ​
  1. Type
  2. Total GST
  3. Tracking Info
  4. Status

Contract View ​

Various merge fields are added in the form view format .

  • The payment_schedule merge field is included to list the payment related details in table form .