Bronze Course 104 - Customer Items

19 Aug 2020 - 19 Aug 2020 , 1:00 PM – 3:00 PM

Infusion BRONZE Training

The BRONZE Level One training course is designed to give all users of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The course also covers processing of daily transactions for Invoices, Quotes and Purchase Orders.

Customer items  

  • Overview: 
  • How are Customer Items Created in Your System? 
  • Notes  
  • Warranty  
  • Servicing   
  • Images  

Processing Service Reminders  

  • Sending out Emails / Letters and SMS Reminder 
  • To send the reminder by Email or Letter  
  • Service Reporting   
  • Sample Customer Item Detail Listing Report  
  • Send Your Major Customers A Listing   
  • Reporting on Missed or Overdue Services 
  • Viewing the History of a Sold Item   
  • Reassign   


Pricing & Venue




August - Level 1 - Bronze

Infusion has ticked all our boxes and we would enthusiastically recommend Infusion to other Plumbing or Service Industry firms.

— Raewyn Millington, Breen Plumbing Ltd

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