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Creating a customer

How do I create and set up customers?

In order to create and assign tasks to your employees at specific customer locations, you must first create the customer in the system.

Customers can be added to the customer list by the administrator or a supervisor. Not all fields for information are obligatory, and the administrator and/or supervisor can determine how much information needs to be filled out.

This article will also explain how the various information can affect the customer in other parts of the system, such as choice of colour for tasks in the calendar.

 

In this article, you will learn how to create and set up customers:

 

 

 

 

This is how you create a customer

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In the menu, go to Customers > Customer list

 

Then, click on Create customer

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Fill in the relevant information

 

 

 

NOTE:

Mandatory fields are marked by yellow followed by a *

 

Finally, click on Create

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This is how the customer type affects the customer

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Select the Customer type

 

You can choose between Business and Private

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By selecting Business, the field for CI no. becomes available. Here, you can enter the customer's company number

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By selecting Private, the field for SSN number becomes available. Here, you can enter the customer's National Insurance number if necessary

 

 

 

NOTE:

The field for EAN no. is locked when selecting the customer type private.

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This is how the customer area affects the customer

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Select the Area

 

Choose which area you want to assign the customer to. Customer areas can be created by going to Company structure. For more information about this, see the following article: Creating customer areas

 

 

NOTE:

Supervisors are only able to assign customers to their own areas. For more information regarding this, go to Company Structure.

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This is how you can change the colour for the customer in the calendar

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Click on Colour in calendar Layer 1.png

 

Select the desired colour for this customer's tasks

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In the calendar, you can see that tasks for the customer will appear in the selected colour

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This is the contact person

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The contact person is who you coordinate your cleaning with at the customer

 

Fill out the data of the customer's contact person 

 

You can fill in the following data:

  • Name (this is a required field)
  • Phone no.
  • Mobile no.
  • E-mail

  

INFO:

Messages from the system to the customer will be sent using either the mobile number or the e-mail address.

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This is how you grant the customer's contact person access to CleanManager

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Click on Grant access to CleanManager to contact person 

 

The contact person will receive an e-mail with a username and password

You can grant the customer contact access immediately when creating them, or it can be done at a later point

 

 

 

NOTE:

Supervisors can only grant access to customer contacts within their own customer area.

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INFO:

Do you want the customer's contact person to have access to the Work hours overview as well? If so, tick off the box Grant access to the work hours overview to the contact person. Read more about it here:  How can I grant the customer contact access to the work hours overview?

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The other way to grant a customer contact access to the system is by doing the following:

 

Click on Edit access for contact person Hængelås - Lukket.png

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Click on Grant access to the contact person

 

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This is how you can see what information the different user types have access to

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When creating or editing a customer, you can find an overview of which information the different user types can see

 

The two ways of finding this overview are as follows:

  • Click on Create customer and thereafter on Click to see who can view this information.
  • Click on Edit customer rediger.png and thereafter on Click to see who can view this information.
 

 

 

NOTE:

Supervisors can only view information about customers within their assigned areas.

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In the overview, you can see what information the different user types have access to

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