Customer Schedule List
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 Schedules: Click on the "Customer Schedules" section under the ribbon.
This brings up the Customer Schedule List
Customer Schedule List
Lists customers here.
Shows Manager and Sales Rep for the company
It outlines the report schedule completion in progress
Indicates if the customer's report schedule was completed on time (Service Met)
View historic schedules by year and date using the left-hand filter.
Single Customer
Schedules
Click on a customer to bring up their Schedules.
The Customer Window shows:
Customer's manager and sales rep
Service by month
Blue months selected in the filter (left side), are active on the schedule
Unassigned users can be assigned to the customer manager
You can set up schedules by month as needed. Each active month requires a report type assignment. Report types for each month include Service, Operator, Lab, Visit, Checklist and Survey Reports.
Reviewing Schedules
Click on any listed scheduled System.
Notice the System(s) selected at the bottom. This indicates which System(s) the schedule is assigned to.
If no Systems are shown on the right, you can click on any unassigned ones from the left side.
Single Customer
Details
Customer details will show up under the Details tab.
This includes:
Address
Final reports and drafts.
Customer Analytics for the past 6 months
History
The History tab shows schedule compliance for the selected customer.
This includes:
Report Name
Schedule Date and Report Date
Author
Report Status
