In this article, we will see how to create profile for a customer that is an enterprise, business or organisation who engages with you through one or more of their employees at their sites.
- Choosing the company customer type
- Adding a customer contact
- Adding a customer site
- Creating the customer
Note: In case your customer is just about any person who corresponds with you directly for their works, then you may choose to create them as Individual customers.
You can find more details about an Individual and Company customer in the article Introduction to Customers.
A few items you'll need in hand before you proceed to handling Company customer:
- The Company customer's name, phone number, primary address, email address and postal address
- The names of the primary and billing contact, and their phone numbers and email addresses
- The site addresses
Choosing the customer type
STEP 1 If this is the first time you are adding a customer to Loc8, you can use the Getting Started section as your guide to add your first customer. To do that, just click ADD YOUR FIRST CUSTOMER block and select Company.
For subsequent customer creations, you can create new customers from the Customers workspace.
STEP 2 To create a customer, you will first select the customer type, which will determine the details you need to enter. In this case, select Company from under the CREATE button.
STEP 3 Enter the mandatory details of the customer as well as any other information you may need on a daily basis. The remaining details can be filled in later once the customer is created.
For example, a real estate company that has been created as a Company Customer is shown below:
Adding a customer contact
Under Contacts, you can add the customer's Primary contact and Billing contact during the customer creation.
Adding a customer site
Expand the profile and go to the Sites tab. State the locations owned by the customer. This is most likely where your team will visit for completing jobs. If the customer has more than one site, add all of them here. Once you have added the sites and created the customer, you can go back and add site contacts for each of the sites, where you would add the contacts in the Contacts tab.
Creating the customer
STEP 4 Lastly, go ahead and create the customer.
The customer is now recorded as a company customer in your Loc8 system.
Next up, you can create jobs for the customer. To know how to create jobs from within a particular customer's profile, see Create Jobs from a Customer's Profile.
For a generic understanding on how to create jobs, see Create a Job.