--- title: How Do I Setup Customers? description: Learn how to set up and manage customers in Route Simplified. This guide covers service type configuration, container assignment, service scheduling, location pinning, and using the customer table for filtering, exporting, and more. --- [Skip to content](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/how-do-i-setup-customers-#main-content) English - United States Show submenu for translations [![RouteSimplified LOGO 7.8.25](https://help.routesimplified.com/hs-fs/hubfs/RouteSimplified%20LOGO%207.8.25.png?width=1867&height=1050&name=RouteSimplified%20LOGO%207.8.25.png)](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base?hsLang=en-us) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact Support](https://share-na2.hsforms.com/1CfK51-RSQdiYM7pMraDhqA401irb) [Contact Support](https://share-na2.hsforms.com/1CfK51-RSQdiYM7pMraDhqA401irb) How can we help you? - There are no suggestions because the search field is empty. 1. [Route Simplified Support Knowledge Base](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base?hsLang=en-us) 2. [For Schedulers](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us) 3. [Customers & Generators](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#customers-generators) # 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 **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.) --- ### 🧾 Customer Details The **Customer Details** section applies across all service types. This is information specific to that particular service location, enter an account name, address, ID, Phone Number, and Notes. ![](https://help.routesimplified.com/hs-fs/hubfs/image-png-Sep-24-2025-05-59-05-8676-PM.png?width=350&height=321&name=image-png-Sep-24-2025-05-59-05-8676-PM.png) --- #### 🔁 **Manage Services** Define which services the customer will receive: ![](https://help.routesimplified.com/hs-fs/hubfs/image-png-Sep-24-2025-05-58-19-4123-PM.png?width=461&height=129&name=image-png-Sep-24-2025-05-58-19-4123-PM.png) Toggling a service activates its configuration tab. --- #### 🏷️ **Add Tags** Apply custom labels such as: - "High Volume" - "Seasonal" - "New Account" - "Region 3" 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. --- #### 💾 **Save Default View** - Open the **three-dot menu (⋮)** in the top-right of the table - Select **“Save as Default View”** to preserve your layout and filters --- #### 📤 **Export to Excel** From the **three-dot menu (⋮)** - Select **“Download”** - Downloads your current filtered table view with all visible columns - Useful for route planning, audits, or external analysis - [Getting started](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/getting-started?hsLang=en-us) - [Troubleshooting](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/troubleshooting?hsLang=en-us) - [Support](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/support?hsLang=en-us) - [For Schedulers](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#main-content) - [Capacity & Settings](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#capacity-settings) - [Customers & Generators](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#customers-generators) - [Planning & Building Routes](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#planning-building-routes) - [Reports](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-schedulers?hsLang=en-us#reports) - [For Drivers](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#main-content) - [Route Basics](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#route-basics) - [At Each Stop](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#at-each-stop) - [Finishing & Tips](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/for-drivers?hsLang=en-us#finishing-tips) - [Account & Company Settings](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/account-company-settings?hsLang=en-us#main-content) - [Assets & Equipment](https://help.routesimplified.com/en-us/routesimplified-support-knowledge-base/account-company-settings?hsLang=en-us#assets-equipment) [![RouteSimplified LOGO 7.8.25-1](https://help.routesimplified.com/hs-fs/hubfs/RouteSimplified%20LOGO%207.8.25-1.png?width=1863&height=1048&name=RouteSimplified%20LOGO%207.8.25-1.png "RouteSimplified LOGO 7.8.25-1")](https://help.routesimplified.com/?hsLang=en-us) [mailto:support@reitersoftware.com](mailto:support@reitersoftware.com) Copyright © 2025,