Add or edit a customer

In addition to offering a function for importing an Excel file with a list of customers, AntsRoute lets you manually add new customers to your database.

• Add a customer
• Edit an existing customer
• Delete a customer

Add a customer

1. Go to the “Customers” module.
2. Click on the “+” button in the top right-hand corner.
   

   

3. Fill in the information required.
4. Click on the “Save” button.
   

   

💡 The phone numbers must be in international format. For example, +447600123456.

☝️ Good to know: The private customer comments are only displayed on the web interface. Field workers won't be able to access this information from the mobile application.

☝️ Good to know: The forced agents are those who are authorised to work on your customer's premises.

☝️ Good to know: The attachments can be viewed by the field workers from the mobile application.

Edit an existing customer

1. Go to the “Customers” module.
2. From the search bar, enter the name or address of a customer.
3. From the table, click on the customer to open his file.

   

4. Edit the information and click on the “Save” button.
   

   

☝️ Good to know: If necessary, you can determine opening hours for your customer. Read this support article to find out how.

☝️ Good to know: If necessary, you can determine absences for your customer. Read this support article to find out how.

Delete a customer

1. Go to the “Customers” module. 
2. From the search bar, enter the name or address of a customer.
3. From the table, click on “...” and “Delete”.
4. Click on the “Confirm” button.
   

   

💡 By deleting a customer from your database, you also delete all the work orders that have been planned for that customer.