Create your Company customers and keep their profile ready in Loc8 with their latest business details, company contacts and site addresses, so that you and your staff can respond quickly and effectively, armed with full job history, enabling better customer service and higher customer satisfaction.
Managing customers in Loc8 also assists in data gathering which can provide useful insights about the service preferences of companies residing or operating within a region.
A few items you'll need at hand to help with adding a 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
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 and add your first customer.
For subsequent customer additions, go to the Customers page.
STEP 2 Open the Customer Creation wizard.
STEP 3 Fill in the Company customer's profile. Specify the Phone, Primary Address, Billing contact and Primary contact. You can also record the company number, and its email address, postal address and social address.
In the new Billing contact wizard, specify the company contact's details.
Adding sites of the company customer
STEP 4 In the Site tab, state the location where the customer requires your service. If the customer has more than one site, add all of them here. You can associate one of its company contact, which you would add under Contacts (as explained in the following step) as the primary site contact.
Adding company contacts
STEP 5 In the Contacts tab, add the company customer's contacts with whom you and your team would interact during the progress of jobs. Enter their contact details , and mark them as primary contact or billing contact, as and when applicable.
STEP 6 Lastly, go ahead and add the Company customer.
Now that you've set up customer profile, you can easily access their details from Customers area, review or make changes as required, and quickly create jobs for them. You can read about this in the article View and Manage your Customers.