Customer Locator (Web)

  • Updated

The Customer Locator feature must be enabled in order to view any imported Customers on the map. 
 

 

Overview

1) "Display Name and Address" must be chosen to view Customers on the map.

2) A location radius must be placed for Customers. If you have a lot of Customers, we recommend smaller location radiuses.

3) When importing your customers, have a .csv file with the following separated and include:
     
     First Name
     Last Name
     Address
     {Address 2 if applicable}
     City
     State
     Zip

Note: Do not have any special characters or excess spacing in the headers of your .csv file. Do not exceed 10K rows for any import.

4) The Customer Locator may also be powered by some integrations including Agemni, PestPac, PestRoutes, ServSuite etc. in which case you would not need to import the Customers manually.

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