For installers
Customers and locations
Keep a customer's devices together, and track which branch each device is at and where in the building.
Put the devices you fit for a customer under that customer. You find them quickly, you can give the customer access, and you see per branch where each device is.
Any member of the installer can keep customers and locations, technicians included.
Creating a customer
You see the Customers menu while you work in the installer.
- Go to Customers and choose New customer.
- Enter a name. The rest is optional and only for your own records.
- Choose Create customer.
The customer's page is where you handle the rest, on the Devices, Locations, People and Details tabs. Use Notes, on the Details tab, for anything that is just for you, such as where the key is. They show at the top of the customer page; the customer doesn't see them.
Devices under a customer
- A new device: pick the customer under Customer (optional) right in New device, and the location if you like.
- An existing device: on the customer page, tab Devices, choose Link a device, pick the device and choose Add.
- Unlinking: choose Unlink in the menu next to the device. It stays yours, but the customer no longer sees it. To move it to another customer, unlink it and link it to the other one.
Only your own company's devices can go under a customer. A device a customer shares with you stays theirs. A device you already handed over to the customer can't be unlinked.
Locations
A location is a branch or other place, with a name, a description and an address. A customer with a single address doesn't need one. From the second branch on it helps: "Solar heater 2" says little, "Solar heater 2 at the Breda branch" says a lot more.
- Adding a branch: on the customer page, tab Locations, choose Add location. The pencil edits or deletes it. The devices stay, without a location.
- Your company's own places: a device without a customer can have a location too, such as a demo setup or the warehouse. You create it from the device itself.
A device with a customer gets one of that customer's locations; a device without a customer gets one of your own places.
The customer sees the location
Whoever sees a device also sees the name, description and address of its location, the customer included. So don't put anything in the description the customer shouldn't read. Internal notes belong in the customer's Notes.
Choosing the location and place
Choose Edit on a device. There you set:
- Location: an existing one, No location or New location…. A new one only needs a name; you fill in the rest on the location later.
- Place: where in the building, for example "Boiler room, basement". The customer sees this too.
On the customer page you can also put a device in another branch with Move, in the menu next to the device.
Where you see it
The Devices list shows the customer and location of every device. You can filter it by customer and search by device, customer, location or town: see All your devices at a glance. Alerts show the location after the name, for example "Solar heater 2 (Breda branch, Bakery De Korf)". The customer's own people see just the location there.
Who may do what
Every member can keep customers, locations and the devices under a customer. Giving a customer access, handing over and deleting a customer is done by an owner or admin: see Customer access and Handing over to the customer.
After a handover the customer picks their device's location themselves, but only from the existing branches. New branches are made by you.