Hello! Welcome to CRO University.

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In this course, we're going to dive into the many features of the Customer Center.

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Please click, "Begin Course" to get started!

Begin Course

Click on either the icon or the Customer Center dropdown to begin.

The Customer Center is truly the heart beat of all of CRO. To access it, you can click on this icon (whenever you see it) or, alternatively, you can hover over Customers and click Customer Center.

Open this dropdown to see how many ways we can search for your customers.

Let's go from the top, down. First, you can search for any of your customers in several different ways. Click this dropdown to see how we can search for the Customer we want to dispatch to.

Click here to search by Location Name.

There we go! As you can see, you can search by the Location Name, Billing Account, Location Address, Phone Number and much more! Even if you only have a sliver of information, you can get right to the customer you're searching for.

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For now, let's stick to searching by Location Name, shall we?

This is where you type in the information you’re searching for.

We also have a button, here, called, "Add New." That's where we go to create a new customer in your CRO system! However, we're going to save that one for a future course.

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Instead, let's click here and search for a customer.

Click here to choose, “Mr. CROs Bins” as the customer.

That'll do. Now, when you search for a customer, you don't have to type the entire name. Just a portion of it will do. If CRO can find the customer, you'll see the search result, here.

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Let's select Mr. CRO's Bins!

Click here to open the “Name” section of this customer.

Done and done. As soon as you point to a customer, all of their information comes flowing through! First, we have all of their contact and location information on the left, here. In the middle you'll find all of their Asset information, including what assets they currently have deployed as well as any currently scheduled jobs for them. On the right, at first at least, you'll see a short history of the last several jobs you've done for this customer.

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Let's click on the Name information for this customer.

Let’s move onto the Address information for this customer.

Here is where you can update the name of this Location and add in an Account Number. Let's move onto the Address.

Let’s move onto the Address information for this customer.

You're probably starting to see a pattern here, eh? Each one of these sections has an, "Edit" option. In this case, we just need to click on this box to edit the address.

Let’s close out of this pop up, for now.

Yup! Here we are again. We already covered setting addresses and customer locations, so there’s no need to rehash it. Let’s close out of here, for now.

Click here to open the Contact information for this customer.

Now let's open up the Contact information. This will be whomever you need to speak to about this account.

Since we have an email address in place, let’s check out Email Notifications.

Notice that "email address" option? Sure, you can email them directly from here, but the next section will show you even more that you can do with this!

Click here to open the “Service Hours” section.

Yup! Automatic Email Notifications. As you can see, as long as there's an email address on this account, you can have CRO send out automatic emails every time a job is Dispatched, Started, Completed, Failed or Paused for them. Talk about handy!

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What's in this next section?

Let’s open up the final dropdown for this customer.

Service Hours allow you to let your Dispatchers and Drivers know what the normal time window is that you'll be at this job site. This is completely optional, mind you, but if you do supply a time that your Driver should be there by (as well as when they should leave) those times will be attached to every job you dispatch for this customer! Let's move onto the final drop down.

Time to move onto the icons, here below.

There you go. This is where you can set a default Reference or Purchase Order number for this customer, as well as the ability to register a Renewal date for this customer. This is normally when you'd need to renegotiate price agreements or renew their contract. Finally, beneath that, we can see and set the Sales Rep, see whether-or-not your Disclaimer has been set, yet and even a place to store Location Notes. These notes are attached to every single job dispatched to this customer.

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Let's move onto the buttons, below.

Click here to move onto our Plot Map.

This first one is where we can attach documents and images to this customer account! These are always available for every single job you do for this customer. We can close this pop up, now, though.

Click here to show a map of this customer.

This next option will let us see a top-down map of this job site.

Click here to move onto our Plot Map.

Mhm! There’s the view from the sky. Let’s move onto a more intimate, view, though with the Plot Map.

Click here to head back to the Customer Center.

Ah, that leads directly to our Plot Map. That's right! Not only can you track where this customer's job site is, but you can also plot each and every asset they have, as well. Your Drivers can also have the ability to position individual assets. As a dispatcher, you simply drag-and-drop this asset to where it actually is or will be! Let's head back, though.

Let’s bring up this customer’s history.

Moving right along, let’s see this customer’s recent history of jobs.

Let’s see what the red hand icon does.

Sure enough, there’s all the history! Let’s move onto the suspend options.

Let’s add our first suspension.

Ah, that's our Suspension feature! With this, you can halt all job creation and even route stop dispatching for a set period of time. In fact, let's go ahead and create a suspension for this customer!

This option will let us set this suspension as indefinite.

There we go. You'll notice that, now, we can set a month and day to start the suspension, as well as the month and day of when it wears off. But what if we want to suspend them, indefinitely? Ah, let's click here and see how to do just that.

This checkbox will set this suspension without an end date.

Boom. See that? There are checkboxes to determine what -exactly- you're suspending, as well as the ability to set the suspension as "indefinite" (that is, there is no end date, right now) and a place for notes. You see, even if the dispatcher on the phone isn't the same dispatcher that suspended this customer... the notes, here, can explain the purpose behind the suspension.

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Let's indefinitely suspend this customer.

Let’s save this, now.

Now let’s save this new indefinite suspension.

Let’s head right back into the suspension options.

Whoa! Did you notice that? The customer center is now red for this customer, and none of their assets have available jobs. Everything is disabled because they're suspended! Great stuff. Let's go RIGHT back into the suspensions, though, and remove it.

Clicking here will remove this suspension.

Yup! There it is. Let's click the red X.

Only one thing left to do, here.

... and then Save, one more time.

Click this icon to return to the Customer Center to its original state.

And we're back to the grey! This customer is no longer suspended. This final button, here, the dollar sign is to jump right into this customer's billing options. That, however, is for another course.

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Let me show you one more trick, though... let's click on this "refresh" button, here.

And we're back where we started! This will reset your Customer Center so you can start from scratch.

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This concludes our course on the Customer Center. Don't worry, though... there are some amazing dispatching features hidden in here, as well!

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Please click, the “X" at the top right to complete this course.