QuickBooks and FileMaker

====== Suggestion 4 ======

Enter all Item Descriptions from QuickBooks into FileMaker.

The advantages are: Unified message across the board, whatever the team tells customers about a product or service - based on information in FileMaker - the exact same information should appear on the invoice that they receive, and vice versa.

Examples

Installation electrical Certificate:

1. We will confirm that the Installation Certificate was processed 

2. Following that, wait two hours and call your supplier to confirm that your records have been updated on their computer system. 

3. If the answer is positive, request that they send the Electricity Supply Top-Up Key. 

4. An appointment may have to be arranged to reset the meter on some occasions.

Gas Card Instructions for Use: 

1. Check the correct meter 

2. Insert card for two minutes to register 

3. Check the balance on the Card Meter 

4. Place money on card (Top-Up) 

5. Card is ready for use