You are able to bulk import a list of customers, and add new customers individually as and when needed.
To import a list of customers, navigate to the 'Customers' section using the top navigation bar. From there, scroll down and click Import Customers on the bottom left.
A pop up will appear to guide you through the process.
Download the CSV file by clicking on the floppy disk icon. This file contains instructions and a template you can use.
Once you have your completed CSV file of customers, click Select a file to upload it from your computer. Click Start import to import the customer list.
If there are any errors with the file, these will be shown below. You'll then be able to fix them and reupload the file.
Click Finish to finish the import. You'll be taken back to your 'Customers' page with your list of imported customers.
Adding New Customers
To add a new customer, navigate to the 'Customers' section using the top navigation bar. From there, click the Add Customer button. It will automatically redirect you to the customer information form.
Start by typing the name and address of your customer (you can also type in their zip code if you have it on file). If their business is listed on Google, we will autocomplete their location details. Next, add your customer name, email, and number along with any notes.
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.
If the service address is the same as the customer's address, click the toggle so that it turns green. Then give the location a name.
In the next section, you can add equipment and contacts to the customer profile. Adding equipment now will save you time when uploading compliance reports in the future. If you are dealing with multiple contacts, it is also helpful to record their information and role here.
Click the plus sign in the equipment section. This will launch a pop-form to fill out.
In the form, name the grease control device, choose the type of device and add any essential notes like location or accessibility. 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 in the contacts section. Again this will launch a pop-up form to fill out. Here you can include contact details of their role in the business. Once you have added their details, click add to list to save them to this customer profile.
If you would like to remove a device or a contact for any reason, hover over their record and click the bin icon.
Once you have added in all of the information you want for this customer, click save, and you will be redirected to their newly created profile. From there, you can request that your regulator confirms the customer info you added and submit compliance reports directly to the city database.
You can also edit any information at a later stage or archive a customer if they are no longer part of your list.