You can add customers via the blue New Customer button near the top-right corner of the main navigation bar.
How do I add a new customer?
Begin by clicking New Customer from the main navigation bar, followed by Create a New Customer.
Fill in your new customer’s information.
Customer Name -- Your customer’s identity; typically a persons name for residential, a business name for commercial
Contact First Name -- Your point of contact’s first name
Contact Last Name -- Your point of contact’s last name
Note you can click the Copy button to the right of Contact First and Last Name to copy these from Customer Name.
Contact Phone Number -- Your point of contact’s phone number
Billing Email -- Your customer’s billing email
If you leave this blank, you'll be asked if the customer should receive printed invoices or not
Billing Profile -- What billing profile your customer should use
Won Reason -- The reason you won this customer's business, if your company tracks this
Service Location Name -- Your customer’s location’s name
Street Address -- The location’s address
Billing Address -- The billing address that should be used for this customer’s payments
How do I edit a customer?
Starting from either the Customer/Account list view or the Detail view, click the 3-dot icon and click “Edit Account” or “Edit” (depending on whichever view you’re in).
This will bring up the Edit Account Details dialog.
In this dialog, you can update the customer’s name and billing address, as well as:
Manage account tags
Record a purchase order number and maximum value
Record a tax exemption ID
Record when their contract with you is scheduled to expire
Note contract expiration dates will show up both in Customer Profile > Account Details and in the Customer Management report in Reporting.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.