About Customer Categories

Office Express requires that each customer be assigned to a Customer Category.

To view your list of categories, click on the Categories icon in the Office Express Navigation Bar. The image shown below should now be displayed.

You can view the customers assigned to each category by clicking on the [+] next to each category name.

In most cases you shouldn’t really need to modify this list too much in the beginning. As you become more familiar with Office Express you might want to further customize the list of categories.

The image above shows the customer category two panel screen. The categories are on the left while the customers who are assigned to the highlighted category are displayed on the right. As move move from category to category in the left panel, the list of customers in the right panel will change.

There are two types of Categories in Office Express:

·          Active Customers

·          Inactive Customers

Obviously you will assign all your current customers to an active category while all cancellation customers or undecided customers will be assigned to an inactive category.

Customers who are inactive do not appear on any route sheets, workorders, notices or completed work lists. By making a customer inactive instead of deleting the customer allows you to keep all the customers records on file for future reference.

Another good use of inactive customers is for customers you give an estimate to. You can store the customer and all job prices and assign the customer to an “Inactive Estimate” category while the customer decides to have the work done. If the customer chooses to have you do the work, you simply change the customer’s category to an active category.

Office Express allows you to print route sheets, invoices and other features by category which in many cases will simplify what it is you are doing.

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