The Customer Dashboard lets you view, create, update, and edit your customer information.
Launch Aliquot: Log into Aliquot using the browser of your choice.
We recommend Chrome, Edge, or Safari for the best compatibility.
Customers: Navigate to the "Customers" section at the top of the screen.
Customer List
Click on Customer List
Lists all client customers
Visually easy to see ID, Name, and number of Accounts
Provides contact and address information
Shows active status
Edit, clone, or create customers here.
In-depth instructions can be found at Customer List - Admin.
Customer Controllers
Click on Customer Controllers
Lists all customer controllers under the client.
Edit or create controllers here.
Review relevant information, such as: connection type, component information, and manufacturer.
In-depth instructions can be found at View and Manage Controllers.
Customer Contacts
Click on Customer Contacts
Displays names, emails, and phone numbers of customer contacts
Change the customer contact list by selecting a different customer under "Filter Contacts"
Search for specific contacts using the search box
In-depth instructions can be found at Configuring Customer Contacts.
Customer Schedules
Click on Customer Schedules
Set schedules for reports to be done for systems
Filter by Year, Month, Service Met, Manger and Service rep
Shows In progress and Service Met status
Click on a customer to setup a schedule
Set responsible parties
Set service on months
Can change User access
In-depth instructions can be found at Customer Review.