Access: Service Providers
Overview: How to add, edit and archive customers.
Adding a Customer
To add a new customer, first navigate to the 'Customers' section from the top navigation bar.
Click the green Add Customer button.
Complete the customer information - when you start typing the establishment name and address, it should autocomplete. You can also add in an email address and any notes here.
Complete the form about the service location. If the service location is different from the customer's address, leave the toggle grey and start typing the location. Choose the correct address from the dropdown menu.
If the service address is the same as the customer's address, click the toggle so that it is green. Then, re-enter the zipcode and give the location a name.
To start uploading pump out reports for a customer, you need to add their equipment. Click on the plus sign next to 'Equipment'.
Complete the form, which includes naming the grease control device, choosing the type and adding any notes such as location and size. You can also attach photos here by clicking the plus sign. Once finished, click Add to the list.
To add a contact, click the plus sign next to 'Contacts'. Complete the form with the contact's details and click Add to the list once finished.
Once you've added any other details, such as payment and invoice options, click Save.
Once you've added a customer, you must request compliance reporting to be able to submit pump out reports on the customer's behalf.
On the customer's profile, locate the Compliance section as below:
Click Request, and on the right hand side of the next page, click Request again.
Select the City you are requesting compliance for from the scroll menu, then choose the grease control device from the Equipment dropdown menu. Click Submit.
If an establishment has multiple grease control devices, compliance reporting needs to be requested for each. Follow the same steps as above, but select the other grease control device from the Equipment dropdown menu.
The compliance request will be reviewed and granted shortly after, after which you can start submitting pump outs for your customer.
Editing a Customer
To make changes to an existing customer's information, search for or find the customer from the 'Customers' tab on the top navigation bar.
Click on the pencil icons on the different sections of the customer's profile to make changes.
Click Save within each editing section to save your changes.
Archiving a Customer
To archive a customer, search for or find the customer from the 'Customers' tab on the top navigation bar. Click into their profile, and scroll down to the bottom. Click Archive this Customer. You'll be prompted if you want to go ahead, in which case click Archive Customer, or if you want to cancel.