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Add customers and their site locations

Prepare the customer records agents need for assigned visits and sales.

1 min readPublished 18 October 2026

Prepare a customer record

  1. Open Customers in the web dashboard and add the customer or site details.
  2. Set the right branch and registered location when that site will be used for GPS-verified check-ins.
  3. Check the address and map position before assigning visits to agents.
  4. Ask the agent to refresh mobile data while connected before a first offline visit.
  • A visit location is compared with the registered site; a wrong pin can create an avoidable exception.
  • Customer visibility follows role and branch access.

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