How do I create a customer contact in the Facility Module?

This article outlines how a customer contact can be created in the Facility Module.

Creating a Customer Contact

From the left side menu, click on Customer Setup then select Customer Contact.

Click on Add Customer Contact in the top right to open the form below.

Choose the appropriate customer then complete the information for the contact. 

Finally, designate which reports the new contact should receive by checking the boxes in the Report Access section.

  • Pickup - This report is sent to the contact when an order is picked up from their property. It contains detailed information on the order including order ID, cart counts, cart IDs, item counts, weight, notes, and photos.
  • Dropoff - This report is sent to the contact when an order is dropped off at their property. It contains detailed information on the order including order ID, car counts, cart IDs, item counts, weight, notes, and photos.
  • Invoice - Sent to the customer contact after the invoice is reviewed and approved by the facility.