To enter Survey Information first click on Contacts.

Next click on Customers Record View.

Then click on the Jobs tab. From there, to the right of the Job Name is a Talk Bubble Icon, that’s the icon for entering Survey Information.

From here you can enter:

• Other Estimates:
• Value Of Home:
• Purchase Reason:
• Would Refer Others:
• Rate Sales Rep:
• Rate Office Staff:
• Rate Installation Crew:
• Overall Satisfaction: