Add and edit customers

Customers can be added manually by following the steps below:

Add new customer

1. Go to the ‘Resources‘ module.
2. Click on the ‘Customers‘ tab.
3. Click on the ‘Add‘ button in top right-hand corner.

4. Fill in the ‘General information‘: Last name, First name (optional), Phone number (optional), Mobile number (optional), Email (optional), External Id (optional), Comments (optional), Private comments (optional).
Note: Private comments are only visible for the schedulers. In order to allow the agents to view comments about customers, comments must be entered. Mobile number must be in the format +447600123456.

 

5. Determine if necessary favorite agents.
Note: Favorite agents are those who are allowed to visit the customer. If you do not choose a favorite agent, all your agents will be able to visit the customer’s site.

 

6. Select the address.
7. Add attachments if necessary by clicking on .
Note: The attachments can be viewed by the field workers from the mobile application.

 

8. Click on the ‘Next step‘ button.
9. Determine opening hours if necessary and click on ‘Save‘.

Determine opening hours

The default setting for the opening hours is ‘always open’. Nevertheless, it is possible to define specific opening hours by following the steps below:

1. Disable ‘always open’ by clicking on the toggle .
2. Define the opening hours by clicking on .
3. Repeat this action for each opening day.
4. Click on the ‘Save’ button.

Edit a customer

1. Go to the ‘Resources‘ module.
2. Click on the ‘Customers‘ tab.
3. Search a customer using the search bar located above the table.
4. Identify the customer in the table and click on ‘…‘ and ‘Edit‘.
5. Edit the necessary information.
6. Click on the ‘Save‘ button.

Delete a customer

1. Go to the ‘Resources‘ module.
2. Click on the ‘Customers‘ tab.
3. Search a customer using the search bar located above the table.
4. Identify the customer in the table and click on ‘…‘ and ‘Delete‘.
5. Click on the ‘Confirm‘ button.