How Do I Setup Customers?

The Customers Pane in Route Simplified is where all customer records are created, configured, and managed. This is one of the most critical components of the system, as all collection data is tied directly to customer profiles. Below is a comprehensive guide covering all the setup steps and features available.

🧾 Required Data to Get a Customer Started

At minimum, a Customer Name and Address are required to add a customer to the system.

To make a customer eligible for routing and collections, the following additional fields must be configured:

Service Type
- Specify whether the customer requires Used Cooking Oil and/or Grease Trap service.
Depot Assignment
- Each customer must be linked to a depot that will manage their service.
Due Type
- Defines how collection frequency is tracked (interval-based, or fill rate based.

🧾 General Customer Settings

The General Customer Settings section applies across all service types.

🔁 Toggle Service Types

Define which services the customer will receive:

Oil
Grease Trap

Toggling a service activates its configuration tab.

📍 General Info

Input the customer’s logistical details:

Address: Where service occurs
Depot Assignment: Which depot manages them
Notes & Phone Number: Internal guidance and site contact info
ID: Internal identification number for managing accounts

🏷️ Add Tags

Apply custom labels such as:

"High Volume"
"Seasonal"
"New Account"

Tags improve filtering and categorizing customers

📄 Add PDF Documents

Attach important documents like:

Service Agreements
Contracts
Regulatory Certifications

These files are stored within the customer profile.

⚙️ Service Specific Settings

After toggling on a service type, you gain access to additional configuration options within that tab.

Oil Service Settings Fields

Field	Purpose
Due Date / Last Service	Tracks next and last collection
Service Interval	Sets recurring schedule (e.g., every 14 days)
Due Date Type	Fill rate or Service Interval
Fill Rate (Fixed)	Monthly usage estimate
Percent Full / Fill Level	Fill percentage and current volume
Onsite Capacity	Total container volume
Waste Deduction	Product loss discount
Oil Price	Valuation per gallon
Index %	Price modifier
Entry Info / Service Email	Notes and auto notifications
Always Mark Important	Highlights high-priority customers

📍 Location Pin

Default pin drops at the customer’s address
Click Edit to place the routing pin at the container’s precise location
Helps drivers find the exact pickup point

🕒 Service Windows

Define allowable service hours by day
Days without entries default to No Service Windows
Ensures efficient routing and access compliance

🛢️ Containers

Containers must be created in the Assets Pane first. Once available, they can be assigned to customers.

Track capacity and usage
Input type, size, and quantity
Tied directly to service planning and fill calculations

📅 Service History

Each service tab logs all previous collections:

Dates, times, and volumes
Supports customer inquiries and audit trails

📊 Table View

The Customers Table provides an interactive dashboard for managing all customer records.

📑 Toggling Columns

Click the “Columns” button to select what information you want to display.

Examples include:

General Info (Name, ID, Address)
Oil Metrics (Oil Due, Fill %, Capacity)
Trap Metrics (Trap Due, Capacity, Last Service)

🔍 Filters

Apply filters by clicking a column header and selecting filter conditions
Use the “Filters” button to view or clear all active filters
Helpful for refining by depot, tags, service status, etc.