Customers and Locations
Introduction
The Customers and Locations module is the centralized database for managing customer information and their geographic locations, specially designed for operations that require on-site services.
What is Clients and Locations?
It is the system that allows you to record, organize and manage all customer information, including their exact locations through geo-referencing. It facilitates location-based tasking and provides geographic context for field operations.
Main use cases
For Maintenance Companies
- Industrial site registration with exact location
- Contact information by specific location
- Service history by customer and site
For Delivery Services
- Optimized addresses for delivery routes
- Customers with multiple service points
- Access information and restrictions by location
For Field Consulting
- Corporate customers with multiple offices
- Location specific contact information
- Access details and special requirements
Key functionalities
Customer Management
Description: Complete record of customer information with corporate data.
Use cases: Maintaining updated database for communications and invoicing
Georeferencing
Description: Exact location by GPS for each client
Use cases: Assigning tasks with the client location and planning field routes
Dynamic Fields
Description: Additional customizable properties per customer
Use cases: Industry specific information (internal codes, classifications)
Map View
Description: Geographic view of all customers with interactive filters
Use cases: Route planning and territorial distribution analysis
Mass Import
Description: Loading of existing databases via Excel
Use cases: Migration from other CRM systems or databases
Client fields in selectors and APP
Description: Choice of the fields that identify the client in selectors and on the client list card in the APP
Use cases: Telling apart clients with similar names and showing key data in the field without opening the record
Customers and Locations articles
Client management
Client fields in selectors and APP
Integration with other modules
Work Teams
Initial configuration
To start using Clients and Locations, you need:
- Management permissions - Ability to create and edit customers.
- Customer information - Basic data and addresses
- Definition of additional fields - Specific properties required
Typical workflow
- Registration: Create basic customer file
- Geolocation: Set exact GPS location
- Enrichment: Add specific dynamic fields
- Display: Choose which client fields are shown in selectors and in the APP
- Association: Link to tasks and services
- Maintenance: Update information periodically