2.5Setting up your configurator

Create your first customer

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Written guide

Create customers on the dashboard before you visit them, so you can save designs under them and skip typing addresses.

Why create customers before the visit

You can create customers on the dashboard or in the application. We recommend doing it before you go out and visit them:

  • When you have a design, you can save it straight under that customer.
  • When you use satellite images, the address is already there, so you do not have to type it in.

You are better prepared, and you can go quicker in your sales.

Create a customer

  1. On the dashboard, go to Customers. You see an overview of your customers and the phase each one is in.
  2. Click New customer.
  3. Fill in the name, the email address and the phone number.
  4. Fill in the address. This is the most important one, because it saves you searching for the place later.
  5. Choose the country and click Create.

Designs

Open the customer and go to Designs. It is empty until you save your first design. When you open the tablet, the new customer shows up there, so you can save your designs under this customer without doing it during the visit.