{"id":4533,"date":"2023-11-16T11:33:27","date_gmt":"2023-11-16T03:33:27","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=4533"},"modified":"2025-06-19T19:18:02","modified_gmt":"2025-06-19T11:18:02","slug":"managing-customers","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/managing-customers\/","title":{"rendered":"Managing Customers"},"content":{"rendered":"\n<p>Managers may want to have a list of customers they work with. FacilityBot\u2019s Customers feature allows you to manage customers or tenants and link them to requestors. Customers can be billed using the <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/billing-feature\/\">billing feature<\/a>. Customers can also be linked to <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/automatically-sending-checklists-pdf-to-customers\/\">Checklists<\/a> so that the checklist PDF can be automatically sent to the customer after it is completed.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"FacilityBot | Managing customers\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/8yaf5iCAuQ8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating New Customers<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to FacilityBot Manager Portal.&nbsp;&nbsp;<\/li>\n\n\n\n<li>To manage Customers, open the Features menu, then select Customers.<\/li>\n\n\n\n<li>Click on +New Customer to add a new customer.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/0aahoKXZLFtCfH4tc6b_VlvbaNuYe_2rfempzdb_4YIK4m6LuXR85WsmfjSffgQbU_VjqGIgQVAsE5u4MSVZqN6yG27XFjg1eMW9o3HovOh4_rLLcfxpTpANRiecAinyHyPg4sCrFld4AxJ5dS5DFXA.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the customer\u2019s name, email address, contact number, and address.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/7jm79IWn33OLrW85ZJS4LToX8bxhI1Bl6BlFy5_KiM2bRZwGBQZMXIIITjmKf1CUFOrX7WaV3H_e1xMbVA8Y7Wl2bBb79wAfQq3gPzqW50Dv_EzUmSKbvbSKzw_ho7o2UbNd6UHjkXBH3rMk-9USW3I.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customers may be linked to Requestors. A Customer is linked to a Requestor to identify that it is the same person.<\/li>\n\n\n\n<li>Customers may also be linked to Contracts to identify the Contract between the Customer and the Facility Manager.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/1aiIK3iFPtqcDYzk-1pLI9s-bdOWgj1oWhsd_xY5rPiHY7zg_2Itb7guI-yzXC5wfMkxJAi2lFsGXa9Ph_pV4dAOX7aXWWTwZbrVEyrdIMadFs9J7GPxe-OtX1lK-UkK_Cb6bewVT_K-wtrGumjVeIE.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once done, click Submit.&nbsp;<\/li>\n\n\n\n<li>On the main page, you can edit the customer\u2019s information using the pen icon or delete it altogether using bin icon.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/bfjYuiU1OWNLWdFHQYTzz_NeMKdIwIKm_zJEvlt9TcqOOZP0Pidws3b7rRM7N_OZEYk68XMTPjiWm-Dab_1GqMr7L9pqix-rPwjQeIs6YZuBlE88-uVmSdLLsRKFRbaNIajljXOR_PmcKArndLhYWNo.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Managers may want to have a list of customers they work with. FacilityBot\u2019s Customers feature allows you to manage customers or tenants [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[44],"class_list":["post-4533","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Customers - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/managing-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Customers - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Managers may want to have a list of customers they work with. 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