Customers support

Learn how to manage customers on the system.

To manage, view details, edit, or delete customers, login as admin, then click on Customers on the left-hand side.

Identify customer

All the customers will be listed. Find the customer you want by using any of the following filters.

• Organization ID: enter organization ID in the text box.
• Customer name: enter the customer name in the text box.
• C.R number: enter the customer’s commercial number.
• Package: filter customers by their packages.
• Status: filter customers by their statuses (Active/ inactive)
• Devices: filter customers by their devices.
• Region: filter customers according to their region.

After identifying the customer, you can register / unregister customer from Wasl / SFDA services by altering the button under “Wasl / SFDA” registration buttons.

To unregister:

• If the customer is registered, the button color will be red.
• Click on the unregister button.
• A confirmation message will show. Click on yes. The button color will turn green.

To register:

• When the customer isn’t registered the button color will be green.
• Click on the register button.
• If any info is missing it’ll be displayed. Complete the missing info.
• After completing the missing info, click on register.

Manage Customer

After finding the customer you look for, click on “Manage” button from the right-hand side.

• After clicking on “manage” button you will be redirected to the customer management page.
• The main task bar at the top will have more buttons.

• Through these buttons you can adjust customer’s functions.

  - Dashboard:

  • Customize customer’s dashboard by adding/removing widgets.
  • Display customer’s vehicles / driver by selecting time interval from the drop-down menu (Las 24 hours, Last 3 days, last 7 days. ETC) then select (by driver or by vehicle) from the drop-down menu.

  - Map:

  • View customer’s vehicles on the map
  • Select what you want to see on the map by selecting (vehicles, POI, Groups, Geofences, warehouses, inventories, locate by (specific criteria) display all.

  - Fleet:

  • Manage customer’s vehicles by selecting vehicles from the drop-down menu, then select the vehicle you want.
  • For each vehicle you can:
    • Assign driver
    • Locate
    • Playback
    • Immobilize
    • Edit
    • Delete
  • Manage customer’s drivers
  • Manage customer’s point of interest (POI)
    • Locate POI
    • Edit POI
    • Delete POI
  • Playback
    • View customers vehicles movement on the map by specifying time interval.
    • Use advanced search option for more accurate findings.

  - Dispatch

  • View customer dispatch cards
  • Filter dispatch list by (name, caller name, caller mobile number, driver name, driver mobile number, case level, status, total distance, remaining distance)
  • Track jobs
  • Create new dispatch order by clicking on (New Dispatch) then enter information and location.

  - Manage

  • Devices:
    • Add device
    • Add devices in bulk
    • Update bulk devices
    • Edit / delete devices
  • Geofences:
    • Create new geofence
    • Edit/ Delete geofence
  • Warehouse
    • Add new warehouse
    • Edit/delete warehouse
  • Inventory
    • Add Inventory
    • Register / unregister inventory in SFDA
    • Edit/Delete inventory
  • Organization
    • Add level
    • View unassigned drivers
    • View unassigned assets
    • Edit levels
    • Attach (drivers, vehicles, users, POIs, User profiles, Alerts profiles, Geofences.) to regions.
  • Events
    • View fleet events (filter by event severity; critical, major, or minor)
    • Click on settings to classify events into (Critical, major, and minor) according to your preferences.
    • View portal events
    • Click on settings to select notification channel for each event.
    • View profile alerts
    • Click on (new alert profile) to identify new events.
  • Users
    • Add user (Enter user’s information, add to level, and profile)
    • View users
    • Select users and take actions with (Assign vehicle access group, assign drivers access group, edit, delete)
    • View user profiles
    • Edit/delete user profiles
  • Maintenance
    • View maintenance dues
    • View maintenance profiles
    • Add new maintenance profile.
  • FTP settings
    • Add FTP settings by entering (information and credentials).

  - Reports

  • View all customer’s reports
  • Schedule / reset each report

  - Device assignment

  • Device assignment is an exclusive privilege to technical team.
  • Unassign device by selecting the plate number attached to it, then click on Unassign button.