Do not index
Do not index
Introduction
The Customers tab in Truckbays houses essential customer information, including contact details, transaction history, and preferences. It also tracks invites sent for onboarding customers. This tab boosts yard management efficiency by centralizing data, eliminating the need for cross referencing and enhancing security.
Before getting started
The "Customers" tab displays only "Invited" and "Active" customers. Here are some common questions with the “Customers” tab.
Is the “Customers” and “Bays” tab the same?
No, while they share some similarities, the customer tab displays specific information about truckers and drivers. This includes fleet details, invoices, all active reservations, and personal details, among others. This is different from the reservation tab, which only provides information about a specific reservation on a particular bay.
Will the “Customers” tab only show fleet managers?
No, the 'Customers' tab displays both drivers and fleet managers. When you select 'View Details', you will see the role assigned to the customer, either 'Fleet Manager' or 'Driver'. Additionally, under the 'Fleet Info' tab, you can view all drivers added by a customer.
Step-By-Step Guide
What is the Customers tab?
Explore various functionalities within the Customers tab in Truckbays. From viewing customer details to managing invitations, this guide will assist you in navigating through the features efficiently.
1. To access the Customers tab, from the main dashboard select "Customers" on the left.
Access the Customers tab.
2. Here you can see all of your customers. To see more information on a customer select "View Details".
View detailed information.
3. Here you can see a complete overview of customer information.
Access fleet information.
4. By clicking "Fleet Info" you can see all vehicles and drivers a customer has on file.
View customer history.
5. Click "History" to see any previous reservations for a customer.
View access logs.
6. Click "Log of Access" to see gate access history. Also click "Chat with customer" to innitiate a chat with any customer.
Communicate with customers via chat.
7. Here you can chat with customers.
Initiate a chat with customers.
8. Click "Invites" to see the status of any invites you have sent
Manage customer invitations.
9. Here you can see any invites you have sent as well as the status.
Access a list of available actions.
This guide covers navigating the Customers tab in Truckbays, from accessing customer details to managing invitations. Familiarize yourself with customer history, chat functions, and other essential actions within the application.