Add New Client
Adding a New Client
To setup a new client in IDLS, here is a list of the information needed:
- Client name
- Hub name and address, default start time for routes
- Your invoice remittance address
- List of zip codes for routing purposes. Regions for those zips if you have them.
- List of service levels supported for this client (White Glove, Threshold, etc).
- Contract terms in order to build invoicing rules.
- Survey questions (if needed)
- List of users (you can add more later).
- List of contractors / trucks / drivers (you can add more later).
A few questions about options:
- Will you need autodial messaging for time window notifications?
- Will you need/want text messaging for notifications?
- Will you be using IDLS mobile dispatch app for the drivers?