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
Details 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 are active on the schedule
Report type needs to be assigned to active months
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. In the example, January through July are active, with March omitted. Report types for each month include Service, Operator, Lab, and Visit Reports.
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
Final and Draft Reports compare themselves to the prior month. You can toggle Draft Reports on or off under the Customer Analytics graph to add or remove draft reporting.