Adding Customers and Locations

A Customer is a client you do business with, while Locations are the buildings you service for your clients. Some Clients may only have one facility, some clients may have several.

Customers and Locations can be manually added or imported into the account.

Adding Customers
Adding Locations
Changing a Location's Customer
Importing Customers and Locations

Adding Customers

1. Go to Customers > Manage Customers.
2. Click + Add New Customer.
3. Add the required information.  Required fields are marked with an asterisk (*).
   • Name* - The name of the customer.
   • Start Date* - The date you first began servicing the customer.
   • Timezone* - The timezone that the customer resides in.
   • Description - A short description of the customer.  This may include contract information, the industry the customer belongs to, etc.
   • Terms - The payment term (NET 10, NET 30, etc.).
   • Tax Code - The customer's tax code.
   • Service Level Agreement - The Service Level Agreement for the customer.
   • Address Information - The address of the customer.
   • Billing Information - The billing information for the customer.
   • Primary Contact Information - The primary contact information for the customer.
   • Secondary Contact Information -  The secondary, or backup, contact information for the customer.
   • Restrict Upload Media - When enabled, media cannot be uploaded on Employee Scan tasks for locations belonging to he customer.
4. Click Save to add the customer.

Adding Locations

1. Navigate to Customers > Manage Locations.
2. Select + Add New Location.
3. Select the Customer that the Location belongs to from the dropdown.
4. Fill out the information.  Required fields are marked with an asterisk(*).
5. Select Save to create the location.

General Information

• Name* - The name of the location.
• Type* - Billable or Tenant Only.
• Start Date* - The day you first began servicing this location.
• Notes - Any notes related to the location.
• Time Zone* - Eastern, Central, Mountain, etc.
• Color - The color that the location will appear on the Event Calendar. 
• Timekeeper Phone No. - The phone number used for Call-In Clock In.
• Multiple Timekeeper Phone No. - Select this option if the location has multiple Timekeeper Phone numbers.
• Disable Travel Time - Travel time/distance will not be recorded to or from this location.
• Rounding Enabled - If enabled, all shifts at this location will be rounded up to a minimum hour or down to a maximum hour.  Click here to learn more about rounding.
• Payroll Ref. ID (required if Payroll System is selected) - The unique payroll ID for this location.
• Multiple Stock Area - If the location has multiple stock areas in IMS, select this option.
• Auto Clock Out (Hours) - Users clocked into this location will automatically be clocked out after the number of hours specified.
• Terms - The payment terms for this location (NET 10, NET 30, etc.).
• Tax Code - The tax code for this location.
• Service Level Agreement - The Service Level Agreement for this location.
• Schedule Threshold (Hours) - Used to adjust how clock ins/outs match with schedules.

ex. An employee's scheduled work hours are from 9 AM to 5 PM. If the Schedule Threshold is set to 2 hours, the system will consider clock-ins and clock-outs up to 2 hours before or after the scheduled time as part of that employee's schedule.

Budget Information

• Rate* - The monthly rate, or budget, for this location.
  • This value is used in the Actual vs. Budget Cost report.
• % Supply Usage Goal - The monthly supply usage percentage goal for this location.
  • This value is used in the Cost vs. Budget Explorer report.
• Budgeted Monthly Hours - The budgeted number of labor hours per month.
  • This value is used in the Actual vs. Budget and Actual vs. Budget Cost reports.
• Budgeted Weekly Hours - The budgeted number of labor hours per week.
  • This value is used in the Payroll Adjustments report.
• Budgeted Weekly Labor Cost - The budgeted labor cost per month.
  • This value is used in the Payroll Adjustments report.

No Coverage Alert Information

• Select the checkbox if this location intends to use No Show alerts.  To learn more about No Show Alerts, click here.

Primary & Secondary Contact Information

Required information is only for Primary Contact Information.

• First & Last Name* - The first and last name of the location's primary contact.
• Email Address* - The email address of the primary contact.
• Fax & Office Phone - The fax and office phone numbers for the location.
• Emergency Contact Notes - Any emergency contact information for the location.

Inspection Information

• Spare Key - Select if a spare key is available for the location.
• Location Number / Building Code - The location's numerical identifier.  This is required for Call-In Clock In if multiple locations have the same timekeeper phone number.
• Alarm Code - The alarm code for the location. 

Building Information

• Building Name - The building name, if different than the location name.
• Square Footage - The location's total net or cleanable square footage.

Address & Billing Information

• Address Information* - The address information for the location.
• Billing Information* - The billing address information for the location.

Notification Recipient Email Addresses

• If enabled, Late in/Early Out and Public Area Feedback Notification email alerts are sent to this address.

Location Geographic Information

• The address of the location.  This is required if using geofencing.

Changing a Location's Customer

If a Location was created under the wrong Customer, the assignment can be changed manually.

1. Navigate to Customers > Manage Customers.
2. Select the Location Listing button.
3. In the Customer Actions column, map the location to the appropriate customer.
4. The page will save automatically after each action.

Importing Customers and Locations

1. Navigate to Customers > Location Import.
2. Select Instructions to download the Import Spreadsheet.
3. Fill in the required information.  We suggest reviewing the spreadsheet with your Account Manager before attempting the next step.
4. On the Import Location Data page, click Choose File and select the spreadsheet.
5. Select Upload Location Workbook to import the data.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.