Support

Customer Administration

** You must have the appropriate access to modify these functions**

Add/Edit Customers using Customer Administration

I. Select the System Administration and Ticket Approval Button from the Main Page

II. Select Customer Administration from the Administrative Functions Table

III.  After Selecting Customer Administration, you will be directed to the Customer Administration Window were you can Add/ Edit Customers

Adding a New Customer

After following the steps I-III shown above,  you can now Add a New Customer 

1. Select the Add Customer button:

1.  You will then be directed to the Add Customer Page. Fill in the Customer Information in the Add Customer text fields:

a.) You can set the Default Bill To:

None - No Default 

Hauler - Sets tickets to automatically Bill to Hauler

Customer - Sets tickets to automatically Bill to Customer

Setting Customer Pricing:

** The Default Price listed will be automatically populated from the Job Type Administration **

* Do Not Change unless a Special Customer Price is Required *

Click Here to view Modify Job Type Pricing

2. To set a Special Price for an Individual Customer, you can modify the price for each job type in the Customer Pricing Table:

3. After completing all fields, Select the Save Changes button to Save your New Customer.

Editing an Existing Customer

Follow Steps I-III above to Edit a Customer

1.  Select the Edit Button corresponding to the Customer you need to Edit:

2.  Edit the Existing Customer fields and select the Save Changes Button:

Setting a Customer to Inactive

Follow steps I - III above to Set a Customer to Inactive

 1.  Select the Edit button corresponding to the Customer you want to set to Inactive:

2. Select the Customer Status Drop-down Menu:

3. Select Inactive Customer from the list:

4. Select the Save Changes button: