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Onboarding

Introduction

The onboarding process allows for a New Customer to be added to the system, but rather than just creating the customer only, as seen on the Adding a New Customer page, Onboarding allows for the entire process to be done at once to make adding New Customers easier. To reach the Onboarding process, first click on the Search button on the side menu to reach the Account Search, then click on the Onboard button on the top right corner of the page. Clicking on the three bars on the top left corner of the page will expand the side menu for easier access.

Onboarding

After clicking on the Onboard button, the Customer Onboarding wizard will appear and then the process of onboarding can begin by filling out each page of the wizard. The Wizard initially opens with tabs for Customer, Location, and Credit Cards. After filling out the Customer and Location tabs, the rest of the wizard will open up and Label & Taxes, Systems and Services will be added as tabs that should be filled out. Filling out each page is optional and only the Customer page is required to create a customer. Doing this will skip the other information for the customer and should only be done as a necessity. If done that way, fully onboarding a customer outside of this wizard can be seen on the Adding a New Customer guide page. The Onboarding process starts with...

Create Customer

Here is where the customers basic information is filled out by filling out the following

  • Account Information
    • Account Number - will be automatically generated after the account is createds
    • Brand - Choosing the brand the customer is going to fall under
  • Contact Details
    • Title - The title The Customer wants to be referred as
    • First Name, Last Name - The Customers Name
    • Add Phone, Add Email - The customers phone number and email can be added here
  • Billing Address - The Address the Customer is billed to, filling out the Quick Fill From Address Search will fill out the Billing Address information, otherwise the following needs to be filled out
    • Address
    • Address Line 2 - Optional
    • City
    • State
    • Zip
  • Preferences - Preferences for the customer can be toggled here
    • Email Invoices - If the customer prefers to have their Invoices emailed to them
    • Mail Invoices - If the customer prefers to have their Invoices mailed to them
    • Auto Renew Service Plan - If the customer wants their palns to be auto renewed
    • Marketing Opt Out - If the customer wants to receive any marketing

After filling out all the information, clicking on Create Customer & Continue will create the customer and the Wizard will continue. The rest of the wizard can be skipped, if necessary, by clicking Skip Location on the next page and then clicking on Complete Onbaording to create the Customers Account. Skipping these steps will require the Customers Account to be filled out individually and how to can be seen on the Adding a New Customer guide. Otherwise the wizard continues with...

Adding Service Location

Next on the wizard is adding a service location for the customer. In the Search Address box, type in the customers address, if the address already exist in the system, the customer can be linked to the address by selecting an address, then selecting the Link Type (see below for more information) for the customer and then clicking on Link & Continue. This will link the New Customer to an existing location. If not, then click on Continue with Address to open Add Service Location page and fill out the following

  • Edit Address Details
    • Address
    • Address Line 2
    • City
    • State
    • Zip
    • Latitude and Longitude - Can not be edited except for the confirm location map
  • Confirm Location
    • Map - After the Address is filled out, a location marker will be shown on the map to indicate the address' location and will generate the Latitude and Longitude, The marker can be moved if need be if the location is off
  • Link Type - Here the customers link to the location can be added by selecting an option from the dropdown
    • Homeowner
    • Tenant
    • Price Matched
    • Fuel Payment Override
    • Service Payment Override

A more detailed look at loactions can be seen on the Location Management page. After all information is filled out and the map properly displays the customers location, click on Create Location & Continue to continue to the next step of the wizard.

Labels, Taxes & Promotions

The next step to onboarding a customer is adding labels, taxes and promotions to their account. Customer and Location labels are used for giving a little more description to both the customer as well as the customers location, Taxes are used for adding taxes to any services provided for the customer, and Promotions are used to give the customer specific discounts or even penalty charges if certain criterias are or arent met. All of these can be added to the customers account here, but must first be created in the settings page under admin in order to be applied. To start

  • Customer Labels - These are used to show a little more detail on the customer themselves such as being a business owner, property manager, etc. More information on how to create a Customer Label can be seen on the Labels page
  • Location Labels - These are used to show more detail on the location itself such as being a commercial property, a church, etc. More information on how to create a Customer Label can be seen on the Labels page
  • Taxes - These are used to add taxes to a customers account, if applicable, and can be automatically added to any sale that's taxable automatically. More information on creating taxes can be seen on the Taxes page
  • Promotions - These are used to add a promotion to a customers account such as a discount for being an auto delivery customer or even a penalty for failing to pay on time. More information on how to create a promotion can be seen on the Promotions page

After adding any of the above to the page, clicking on continue will apply all labels, taxes and promotions to the account and the wizard will continue onto...

Fuel Systems

The next step in the wizard is to add a system to the customers location. Systems are used to represent multiple euipments linked to same fill connections, such as multiple tanks used to feed the same home appliance. To begin adding a system, first click on the Add System button to bring up the add systems popup. Once generated, the follwing fields should be filled out

  • Name - The name given to the system
  • Active - Toggle if the system is active or inactive
  • Auto Delivery - Toggle to set as an auto delivery system
  • Fuel Type - Select the fuel the system will be using
  • Window Strategy
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