This article is to offer guidance to Ecotrak Service Providers on how to navigate the Customer module.

Step 1: To navigate to the Customer module, you will click on the Customer tab found in the left Menu Bar. After clicking on the Customer tab, you will be taken to the Customer module. From here, you will see a list of all the customers that your account is currently linked to (to provide service to).

Step 2: Click on the Customer ID number to be taken into the Customer Details page.

Step 3: Once you have clicked on the desired Customer ID, you will be taken to the Customer Details page. It is here that you can review the contact details of your customer.

Step 4: By clicking on the Rates and Terms tab at the top, you will be taken to your currently listed Rates and Terms for this specific customer. From here, you can update your rates and terms by clicking the Edit button in the top right corner (the pencil button).

Step 5: By clicking on the Assets tab at the top, you will be taken to a list of all assets for all locations you are assigned to for this specific Customer.

Step 6: By clicking on the Docs & Attachments tab at the top, you will be presented with all required documents for this customer, and the ability to review and edit already upload documents as well as upload new documents to update / fulfill this specific customer's Required Documents.