Add, edit, or delete a customer

In AntsRoute, you can easily manage your customer database from the Customers module.

You can:

• add a new customer,
• edit the information of an existing customer,
• or delete a customer if necessary.

If you want to add several customers at once, you can also use the Excel file import feature.

In this article, learn how to perform these actions.
 

Add a customer

To add a new customer to your database:

1. Go to the “Customers” module.
2. Click the “+” button located in the top-right corner of the page.
3. Fill in the customer information.
4. Click “Save” to create the customer.

Customer information fields:

➡️ General information

You can complete the following fields:

• Last name (required)
• First name
• Phone number
• Mobile phone number
  💡 Tip: Phone numbers must be entered in international format. Example: +33680808080
• Email 
• External ID (useful for synchronizing your data with another software)
• Forced drivers: drivers authorized to perform jobs for this customer
• Prohibited drivers: drivers who should not be assigned to this customer
• Skills: required skills to perform jobs for this customer
• Parking time: average time needed to park or access the location
• Customer comment
• Private customer comment (not shared with the driver in the mobile app)

➡️ Customer address (required)
You must enter and select an address to properly geolocate the customer and enable job planning.

➡️ Attachments
You can also add up to 10 attachments to the customer profile.
These documents can be viewed by drivers from the mobile application.
 

Edit an existing customer

You can edit a customer’s information at any time.

1. Go to the “Customers” module.
2. Use the search bar to enter the customer’s name or address.
3. In the results table, click on the customer to open their profile.

You can then update the desired information and click “Save”.

☝️ Good to know: After creating a customer, you can also configure additional settings.

• Opening hours
  You can define the customer’s opening hours to ensure jobs are scheduled only during available time slots. See this article to learn more.
• Absences
  You can also add absence periods to prevent jobs from being scheduled on certain dates. See this article to learn more.

Delete a customer

To delete a customer:

1. Go to the “Customers” module.
2. Search for the customer using the search bar.
3. In the table, click “…” and then “Delete”.
4. Click “Confirm”.

The customer will then be removed from your database.

💡 Warning: Deleting a customer will also delete all jobs associated with that customer.
 

Conclusion

The Customers module allows you to easily manage your customer database: add new customers, update their information, or remove those who are no longer active.

Keeping this information up to date helps you plan your jobs and routes more efficiently.