Customer Management
The Customers section is where you manage all the businesses and individuals you provide plant services to. Each customer record stores contact information, service locations, assigned employees, and scheduling preferences.
Customers page
The main Customers page displays a table of all your customers with:
- Customer name
- Phone number
- Street address (primary location is shown, if they have multiple locations a dropdown list is provided)
- Customer type
- Service days
- Assigned employee
- Route
- Week
Use the search bar to find customers quickly. Search is powerful and covers:
- Customer details -- name, contact name, email, phone number, address (street, city, state, zip)
- Related records -- customer type, assigned employees, route names
- Schedule shortcuts -- type a day like "Monday" or "mon" to find customers serviced that day, or "week 1" / "w1" to find customers in a specific week pattern
Filter by customer type or assigned employee, and sort by name, creation date, or other fields.
Customer details
Click on any customer to view their full profile, which includes:
- Contact information (name, email, phone)
- Assigned employees
- Assigned routes
- Map view of primary location
- All service locations
- Service schedule (days and week pattern) for each location
- Plant Inventory (if Plant Inventory is enabled; see Plant Inventory for details)
Permissions
| Action | Roles |
|---|---|
| View customers | All roles |
| Create customers | Admin, Customer Admin |
| Edit customers | Admin, Customer Admin |
| Delete customers | Admin, Customer Admin |
info
The Customer Admin role requires the Growth plan.