Based on how your customers interact with you in regards to their reach, requirement and size, you can group them into two separate profiles:

an Individual Customer

a Company Customer

When you have to create a profile for a person who contacts you directly to get the works done at their site by following the steps in the order:

Note: Considering that an Individual customer corresponds with you on a one-to-one basis, you will not find any provision to link a secondary person, referred to as customer contact, for the Individual customer.

If in case your customer corresponds via any other person, say an assistant or agent, we recommend you to create the customer's profile as a Company Customer and add the additional contacts as customer contacts.

See how to Create Company Customers.

You can find more details about an Individual and Company customer in the article Introduction to Customers.

Creating an individual customer in our system is a simple process. Follow the steps outlined below to add an individual customer to your account.

Before you start

You'll need the following details of the Individual customer:

STEP 1 From the main menu bar on the left panel, select the Customers icon.

In the Customers workspace, click the CREATE button and select the customer type you would like to create.

First we will see how to create an Individual customer. For example, an individual customer is created for the sole owner of a cafe.

STEP 2 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.

An example is shown below:

STEP 3 Any site associated with the customer can be provided during the customer creation process. However, it is not a mandatory step, you may do so any time later.

Add the sites to keep a record of the where the customer needs your services.

The sites you enter here will automatically appear in context to the customer when you create jobs for them. An example is shown below:

STEP 4 Lastly, go ahead and create the individual customer.

After saving the customer, you should be taken to the customer's page. If you do not see it, hover over Customers in the main navigation menu, and select Individual from the dropdown list. Your newly created customer should now be listed.

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.

Learn how to create customers in Loc8 for establishments who engage with you through their contacts to get jobs done on assets and sites

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.

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.

Before you start

You'll need the following details of the Company customer:

STEP 1 In the Customers workspace, click the CREATE button and select the customer type you would like to create.

In this case, select Company from under the CREATE button.

STEP 2 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:

Under Contacts, you can add the customer's Primary contact and Billing contact during the customer creation.

Expand the customer inspector and click +Add Site.

Here you can add a new row for each locations owned by the customer.

The sites are most likely where your team will visit for completing jobs. If the customer has more than one site you can add all of them here.

STEP 4 Lastly, go ahead and create the customer.

Once you have added the sites and created the customer, you can go back to the customer inspector and add the contacts for each sites.

The list of all users in your Loc8 system will be displayed here, from which you may select the appropriate site contact.

This is how you can record all your customers in your Loc8 system.

Next up, you can create jobs for a 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.